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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 | $45,684 | $85,171-46.4% | $172,753-73.6% | $72,976-37.4% |
| Participation rate | 97.7% | 70.1%+27.6pp | 82.6%+15.0pp | 69.5%+28.2pp |
| Annual return | 21.90% | 27.32%-5.4pp | 803.00%-781.1pp | 81.02%-59.1pp |
| Employer contribution / active EE | $2,326 | $3,324-30.0% | $5,144-54.8% | $2,440-4.7% |
| Participant deferral / active EE | $2,145 | $3,260-34.2% | $5,198-58.7% | $3,608-40.5% |
| Admin fee / account holder | $1,199 | $5,880-79.6% | $13,956-91.4% | $5,124-76.6% |