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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 | $46,700 | $62,672-25.5% | $185,117-74.8% | $70,126-33.4% |
| Participation rate | 97.4% | 63.8%+33.6pp | 77.3%+20.1pp | 69.5%+27.8pp |
| Annual return | 14.04% | 40.79%-26.8pp | 40.50%-26.5pp | 73.15%-59.1pp |
| Employer contribution / active EE | $2,451 | $1,753+39.8% | $4,182-41.4% | $2,343+4.6% |
| Participant deferral / active EE | $3,694 | $3,272+12.9% | $5,045-26.8% | $3,332+10.9% |
| Admin fee / account holder | $338 | $3,932-91.4% | $8,159-95.9% | $4,645-92.7% |