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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 | $38,145 | $85,171-55.2% | $172,753-77.9% | $72,976-47.7% |
| Participation rate | 78.1% | 70.1%+8.1pp | 82.6%-4.5pp | 69.5%+8.6pp |
| Annual return | 22.51% | 27.32%-4.8pp | 803.00%-780.5pp | 81.02%-58.5pp |
| Employer contribution / active EE | $2,048 | $3,324-38.4% | $5,144-60.2% | $2,440-16.1% |
| Participant deferral / active EE | $2,617 | $3,260-19.7% | $5,198-49.6% | $3,608-27.5% |
| Admin fee / account holder | $629 | $5,880-89.3% | $13,956-95.5% | $5,124-87.7% |