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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 | $34,165 | $82,133-58.4% | $147,318-76.8% | $64,097-46.7% |
| Participation rate | 98.2% | 62.3%+35.9pp | 82.1%+16.1pp | 55.2%+43.0pp |
| Annual return | 45.30% | 78.78%-33.5pp | 70.43%-25.1pp | 34.64%+10.7pp |
| Employer contribution / active EE | $3,519 | $2,872+22.5% | $4,593-23.4% | $1,891+86.0% |
| Participant deferral / active EE | $9,262 | $5,407+71.3% | $7,906+17.1% | $3,080+200.7% |
| Admin fee / account holder | $2,545 | $3,730-31.8% | $13,708-81.4% | $3,454-26.3% |