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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 | $36,584 | $29,716+23.1% | $56,077-34.8% | $80,925-54.8% |
| Participation rate | 97.9% | 41.7%+56.2pp | 52.5%+45.4pp | 67.7%+30.2pp |
| Annual return | 14.17% | 35.30%-21.1pp | 1709.28%-1695.1pp | 35.65%-21.5pp |
| Employer contribution / active EE | $4,975 | $671+641.4% | $1,040+378.2% | $2,756+80.5% |
| Participant deferral / active EE | $2,540 | $1,228+106.7% | $1,954+30.0% | $4,299-40.9% |
| Admin fee / account holder | $2,972 | $2,432+22.2% | $2,825+5.2% | $6,940-57.2% |