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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 | $36,028 | $63,346-43.1% | $92,240-60.9% | $70,126-48.6% |
| Participation rate | 95.5% | 68.7%+26.8pp | 76.5%+19.0pp | 69.5%+25.9pp |
| Annual return | 21.02% | 530.19%-509.2pp | 176.29%-155.3pp | 73.15%-52.1pp |
| Employer contribution / active EE | $2,411 | $2,471-2.4% | $3,680-34.5% | $2,343+2.9% |
| Participant deferral / active EE | $3,541 | $2,854+24.1% | $3,897-9.1% | $3,332+6.3% |
| Admin fee / account holder | $536 | $3,841-86.0% | $5,194-89.7% | $4,645-88.5% |