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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 | $30,372 | $85,169-64.3% | $172,755-82.4% | $72,983-58.4% |
| Participation rate | 92.0% | 70.1%+21.9pp | 82.6%+9.4pp | 69.5%+22.5pp |
| Annual return | 21.45% | 27.32%-5.9pp | 802.94%-781.5pp | 81.01%-59.6pp |
| Employer contribution / active EE | $2,410 | $3,324-27.5% | $5,144-53.1% | $2,440-1.2% |
| Participant deferral / active EE | $4,482 | $3,260+37.5% | $5,198-13.8% | $3,608+24.2% |
| Admin fee / account holder | $317 | $5,880-94.6% | $13,955-97.7% | $5,124-93.8% |