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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 | $46,573 | $78,707-40.8% | $117,861-60.5% | $70,126-33.6% |
| Participation rate | 98.5% | 73.2%+25.3pp | 79.7%+18.9pp | 69.5%+29.0pp |
| Annual return | 24.92% | 23.30%+1.6pp | 335.11%-310.2pp | 73.15%-48.2pp |
| Employer contribution / active EE | $3,535 | $2,223+59.0% | $3,786-6.6% | $2,343+50.9% |
| Participant deferral / active EE | $2,369 | $3,297-28.1% | $4,482-47.1% | $3,332-28.9% |
| Admin fee / account holder | $409 | $5,066-91.9% | $8,021-94.9% | $4,645-91.2% |