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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 | $48,480 | $53,128-8.7% | $86,582-44.0% | $70,126-30.9% |
| Participation rate | 97.9% | 65.3%+32.6pp | 73.5%+24.3pp | 69.5%+28.3pp |
| Annual return | 27.54% | 27.66%-0.1pp | 965.08%-937.5pp | 73.15%-45.6pp |
| Employer contribution / active EE | $2,840 | $2,068+37.4% | $2,8390% | $2,343+21.3% |
| Participant deferral / active EE | $2,815 | $2,695+4.4% | $3,609-22.0% | $3,332-15.5% |
| Admin fee / account holder | $615 | $3,584-82.8% | $4,904-87.4% | $4,645-86.8% |