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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 | $33,250 | $63,346-47.5% | $92,240-64.0% | $70,126-52.6% |
| Participation rate | 92.3% | 68.7%+23.6pp | 76.5%+15.8pp | 69.5%+22.8pp |
| Annual return | 21.42% | 530.19%-508.8pp | 176.29%-154.9pp | 73.15%-51.7pp |
| Employer contribution / active EE | $1,840 | $2,471-25.6% | $3,680-50.0% | $2,343-21.5% |
| Participant deferral / active EE | $4,343 | $2,854+52.2% | $3,897+11.4% | $3,332+30.3% |
| Admin fee / account holder | $3,173 | $3,841-17.4% | $5,194-38.9% | $4,645-31.7% |