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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 | $48,206 | $53,128-9.3% | $86,582-44.3% | $70,126-31.3% |
| Participation rate | 97.6% | 65.3%+32.3pp | 73.5%+24.1pp | 69.5%+28.1pp |
| Annual return | 15.33% | 27.66%-12.3pp | 965.08%-949.8pp | 73.15%-57.8pp |
| Employer contribution / active EE | $632 | $2,068-69.4% | $2,839-77.7% | $2,343-73.0% |
| Participant deferral / active EE | $4,140 | $2,695+53.6% | $3,609+14.7% | $3,332+24.3% |
| Admin fee / account holder | $749 | $3,584-79.1% | $4,904-84.7% | $4,645-83.9% |