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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 | $29,873 | $77,920-61.7% | $149,723-80.0% | $75,177-60.3% |
| Participation rate | 96.3% | 65.6%+30.7pp | 78.8%+17.5pp | 67.2%+29.1pp |
| Annual return | 18.88% | 31.72%-12.8pp | 134.50%-115.6pp | 160.75%-141.9pp |
| Employer contribution / active EE | $4,441 | $3,138+41.5% | $4,821-7.9% | $2,671+66.3% |
| Participant deferral / active EE | $8,936 | $3,411+162.0% | $5,682+57.3% | $4,126+116.6% |
| Admin fee / account holder | $2,559 | $5,951-57.0% | $13,215-80.6% | $5,651-54.7% |