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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 | $17,976 | $85,171-78.9% | $172,753-89.6% | $72,976-75.4% |
| Participation rate | 98.3% | 70.1%+28.2pp | 82.6%+15.7pp | 69.5%+28.8pp |
| Annual return | 28.37% | 27.32%+1.0pp | 803.00%-774.6pp | 81.02%-52.6pp |
| Employer contribution / active EE | $3,207 | $3,324-3.5% | $5,144-37.7% | $2,440+31.4% |
| Participant deferral / active EE | $2,967 | $3,260-9.0% | $5,198-42.9% | $3,608-17.8% |
| Admin fee / account holder | $2,165 | $5,880-63.2% | $13,956-84.5% | $5,124-57.8% |