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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 | $43,166 | $48,053-10.2% | $84,637-49.0% | $72,976-40.8% |
| Participation rate | 97.2% | 57.6%+39.6pp | 68.2%+29.0pp | 69.5%+27.7pp |
| Annual return | 21.10% | 37.39%-16.3pp | 258.82%-237.7pp | 81.02%-59.9pp |
| Employer contribution / active EE | $1,805 | $1,602+12.7% | $2,653-32.0% | $2,440-26.0% |
| Participant deferral / active EE | $3,287 | $2,681+22.6% | $3,900-15.7% | $3,608-8.9% |
| Admin fee / account holder | $10,581 | $3,395+211.6% | $4,914+115.3% | $5,124+106.5% |