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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 | $46,992 | $34,316+36.9% | $74,722-37.1% | $72,975-35.6% |
| Participation rate | 89.4% | 42.4%+47.0pp | 54.5%+34.9pp | 69.5%+19.9pp |
| Annual return | 27.35% | 26.58%+0.8pp | 753.11%-725.8pp | 81.01%-53.7pp |
| Employer contribution / active EE | $954 | $692+37.9% | $1,084-12.0% | $2,440-60.9% |
| Participant deferral / active EE | $1,566 | $1,272+23.1% | $1,963-20.2% | $3,608-56.6% |
| Admin fee / account holder | $1,294 | $2,125-39.1% | $3,335-61.2% | $5,124-74.8% |