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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 | $34,292 | $48,011-28.6% | $63,803-46.3% | $82,637-58.5% |
| Participation rate | 96.9% | 66.6%+30.3pp | 72.7%+24.2pp | 68.1%+28.8pp |
| Annual return | 11.51% | 19.84%-8.3pp | 543.72%-532.2pp | 53.51%-42.0pp |
| Employer contribution / active EE | $3,495 | $1,904+83.6% | $2,532+38.0% | $2,552+37.0% |
| Participant deferral / active EE | $3,608 | $2,846+26.7% | $3,843-6.1% | $4,126-12.6% |
| Admin fee / account holder | $4,047 | $3,873+4.5% | $5,196-22.1% | $7,339-44.9% |