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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 | $33,391 | $85,171-60.8% | $172,752-80.7% | $72,975-54.2% |
| Participation rate | 88.0% | 70.1%+17.9pp | 82.6%+5.3pp | 69.5%+18.5pp |
| Annual return | 21.90% | 27.32%-5.4pp | 802.97%-781.1pp | 81.01%-59.1pp |
| Employer contribution / active EE | $1,394 | $3,324-58.1% | $5,144-72.9% | $2,440-42.9% |
| Participant deferral / active EE | $2,129 | $3,260-34.7% | $5,198-59.0% | $3,608-41.0% |
| Admin fee / account holder | $304 | $5,880-94.8% | $13,955-97.8% | $5,124-94.1% |