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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 | $43,650 | $85,171-48.8% | $172,752-74.7% | $72,975-40.2% |
| Participation rate | 97.9% | 70.1%+27.8pp | 82.6%+15.2pp | 69.5%+28.4pp |
| Annual return | 17.03% | 27.32%-10.3pp | 802.97%-785.9pp | 81.01%-64.0pp |
| Employer contribution / active EE | $1,643 | $3,324-50.6% | $5,144-68.1% | $2,440-32.7% |
| Participant deferral / active EE | $1,595 | $3,260-51.1% | $5,198-69.3% | $3,608-55.8% |
| Admin fee / account holder | $2,043 | $5,880-65.3% | $13,955-85.4% | $5,124-60.1% |