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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 | $35,204 | $48,570-27.5% | $130,660-73.1% | $72,983-51.8% |
| Participation rate | 92.9% | 58.6%+34.3pp | 71.7%+21.1pp | 69.5%+23.4pp |
| Annual return | 17.29% | 38.63%-21.3pp | 1709.29%-1692.0pp | 81.01%-63.7pp |
| Employer contribution / active EE | $775 | $1,334-41.9% | $4,092-81.1% | $2,440-68.2% |
| Participant deferral / active EE | $3,120 | $2,384+30.9% | $3,603-13.4% | $3,608-13.5% |
| Admin fee / account holder | $3,640 | $3,549+2.6% | $5,463-33.4% | $5,124-29.0% |