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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 | $30,135 | $29,736+1.3% | $56,033-46.2% | $80,935-62.8% |
| Participation rate | 93.6% | 41.7%+51.9pp | 52.5%+41.1pp | 67.7%+26.0pp |
| Annual return | 12.83% | 35.28%-22.4pp | 1711.38%-1698.5pp | 35.66%-22.8pp |
| Employer contribution / active EE | $3,718 | $671+453.7% | $1,041+257.2% | $2,757+34.9% |
| Participant deferral / active EE | $3,189 | $1,228+159.6% | $1,954+63.2% | $4,299-25.8% |
| Admin fee / account holder | $2,011 | $2,434-17.4% | $2,827-28.9% | $6,924-71.0% |