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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 | $25,615 | $62,166-58.8% | $81,286-68.5% | $74,429-65.6% |
| Participation rate | 73.6% | 64.1%+9.6pp | 69.5%+4.1pp | 67.2%+6.4pp |
| Annual return | 44.45% | 16.50%+27.9pp | 24.80%+19.7pp | 1368.38%-1323.9pp |
| Employer contribution / active EE | $1,473 | $1,881-21.7% | $2,463-40.2% | $2,625-43.9% |
| Participant deferral / active EE | $1,959 | $3,223-39.2% | $3,883-49.5% | $4,348-54.9% |
| Admin fee / account holder | $2,573 | $1,925+33.7% | $5,764-55.4% | $1,944+32.4% |