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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 | $21,521 | $65,395-67.1% | $182,540-88.2% | $72,975-70.5% |
| Participation rate | 91.9% | 65.4%+26.4pp | 78.0%+13.9pp | 69.5%+22.4pp |
| Annual return | 36.65% | 27.68%+9.0pp | 148.58%-111.9pp | 81.01%-44.4pp |
| Employer contribution / active EE | $3,772 | $1,911+97.4% | $4,076-7.5% | $2,440+54.6% |
| Participant deferral / active EE | $4,563 | $3,563+28.1% | $5,525-17.4% | $3,608+26.5% |
| Admin fee / account holder | $1,961 | $4,245-53.8% | $8,593-77.2% | $5,124-61.7% |