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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 | $46,041 | $85,171-45.9% | $172,752-73.3% | $72,975-36.9% |
| Participation rate | 95.7% | 70.1%+25.6pp | 82.6%+13.0pp | 69.5%+26.2pp |
| Annual return | 24.69% | 27.32%-2.6pp | 802.97%-778.3pp | 81.01%-56.3pp |
| Employer contribution / active EE | $4,888 | $3,324+47.0% | $5,144-5.0% | $2,440+100.3% |
| Participant deferral / active EE | $3,457 | $3,260+6.1% | $5,198-33.5% | $3,608-4.2% |
| Admin fee / account holder | $620 | $5,880-89.5% | $13,955-95.6% | $5,124-87.9% |