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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 | $36,396 | $85,171-57.3% | $172,752-78.9% | $72,975-50.1% |
| Participation rate | 92.0% | 70.1%+21.9pp | 82.6%+9.4pp | 69.5%+22.5pp |
| Annual return | 19.73% | 27.32%-7.6pp | 802.97%-783.2pp | 81.01%-61.3pp |
| Employer contribution / active EE | $4,808 | $3,324+44.7% | $5,144-6.5% | $2,440+97.1% |
| Participant deferral / active EE | $3,483 | $3,260+6.8% | $5,198-33.0% | $3,608-3.5% |
| Admin fee / account holder | $9,016 | $5,880+53.3% | $13,955-35.4% | $5,124+75.9% |