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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 | $46,400 | $85,171-45.5% | $172,752-73.1% | $72,975-36.4% |
| Participation rate | 97.2% | 70.1%+27.2pp | 82.6%+14.6pp | 69.5%+27.7pp |
| Annual return | 28.91% | 27.32%+1.6pp | 802.97%-774.1pp | 81.01%-52.1pp |
| Employer contribution / active EE | $2,588 | $3,324-22.1% | $5,144-49.7% | $2,440+6.1% |
| Participant deferral / active EE | $4,929 | $3,260+51.2% | $5,198-5.2% | $3,608+36.6% |
| Admin fee / account holder | $3,125 | $5,880-46.9% | $13,955-77.6% | $5,124-39.0% |