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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 | $36,145 | $58,391-38.1% | $76,657-52.8% | $72,975-50.5% |
| Participation rate | 93.8% | 67.4%+26.4pp | 72.1%+21.7pp | 69.5%+24.3pp |
| Annual return | 21.88% | 2306.65%-2284.8pp | 1166.74%-1144.9pp | 81.01%-59.1pp |
| Employer contribution / active EE | $1,425 | $1,787-20.2% | $2,303-38.1% | $2,440-41.6% |
| Participant deferral / active EE | $3,387 | $2,690+25.9% | $3,335+1.5% | $3,608-6.1% |
| Admin fee / account holder | $412 | $4,014-89.7% | $6,423-93.6% | $5,124-92.0% |