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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 | $43,340 | $63,346-31.6% | $92,240-53.0% | $70,126-38.2% |
| Participation rate | 94.9% | 68.7%+26.2pp | 76.5%+18.4pp | 69.5%+25.4pp |
| Annual return | 17.98% | 530.19%-512.2pp | 176.29%-158.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $5,955 | $2,471+141.0% | $3,680+61.8% | $2,343+154.2% |
| Participant deferral / active EE | $4,031 | $2,854+41.2% | $3,897+3.4% | $3,332+21.0% |
| Admin fee / account holder | $2,008 | $3,841-47.7% | $5,194-61.3% | $4,645-56.8% |