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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 | $33,282 | $47,479-29.9% | $62,929-47.1% | $82,448-59.6% |
| Participation rate | 95.2% | 66.9%+28.4pp | 73.1%+22.1pp | 68.1%+27.2pp |
| Annual return | 14.50% | 20.34%-5.8pp | 1063.93%-1049.4pp | 41.64%-27.1pp |
| Employer contribution / active EE | $3,574 | $1,885+89.6% | $2,505+42.7% | $2,551+40.1% |
| Participant deferral / active EE | $3,608 | $2,870+25.7% | $3,888-7.2% | $4,139-12.8% |
| Admin fee / account holder | $1,893 | $3,804-50.2% | $5,065-62.6% | $7,234-73.8% |