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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 | $33,414 | $63,346-47.3% | $92,240-63.8% | $70,126-52.4% |
| Participation rate | 98.3% | 68.7%+29.6pp | 76.5%+21.8pp | 69.5%+28.8pp |
| Annual return | 16.41% | 530.19%-513.8pp | 176.29%-159.9pp | 73.15%-56.7pp |
| Employer contribution / active EE | $3,314 | $2,471+34.1% | $3,680-9.9% | $2,343+41.5% |
| Participant deferral / active EE | $2,440 | $2,854-14.5% | $3,897-37.4% | $3,332-26.8% |
| Admin fee / account holder | $6,318 | $3,841+64.5% | $5,194+21.6% | $4,645+36.0% |