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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 | $41,861 | $85,171-50.9% | $172,753-75.8% | $72,976-42.6% |
| Participation rate | 98.4% | 70.1%+28.3pp | 82.6%+15.7pp | 69.5%+28.9pp |
| Annual return | 18.24% | 27.32%-9.1pp | 803.00%-784.8pp | 81.02%-62.8pp |
| Employer contribution / active EE | $2,146 | $3,324-35.4% | $5,144-58.3% | $2,440-12.1% |
| Participant deferral / active EE | $1,704 | $3,260-47.7% | $5,198-67.2% | $3,608-52.8% |
| Admin fee / account holder | $3,341 | $5,880-43.2% | $13,956-76.1% | $5,124-34.8% |