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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,933 | $103,393-57.5% | $87,103-49.6% | $152,909-71.3% |
| Participation rate | 95.8% | 79.4%+16.5pp | 76.9%+19.0pp | 82.5%+13.4pp |
| Annual return | 26.12% | 28.10%-2.0pp | 28.19%-2.1pp | 345.46%-319.3pp |
| Employer contribution / active EE | $6,106 | $3,221+89.6% | $2,521+142.1% | $4,764+28.2% |
| Participant deferral / active EE | $3,811 | $4,778-20.3% | $4,049-5.9% | $5,851-34.9% |
| Admin fee / account holder | $1,899 | $12,195-84.4% | $7,491-74.7% | $11,601-83.6% |