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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 | $36,228 | $29,716+21.9% | $56,077-35.4% | $80,925-55.2% |
| Participation rate | 89.5% | 41.7%+47.8pp | 52.5%+37.0pp | 67.7%+21.8pp |
| Annual return | 12.41% | 35.30%-22.9pp | 1709.28%-1696.9pp | 35.65%-23.2pp |
| Employer contribution / active EE | $4,015 | $671+498.4% | $1,040+285.9% | $2,756+45.7% |
| Participant deferral / active EE | $2,663 | $1,228+116.8% | $1,954+36.3% | $4,299-38.0% |
| Admin fee / account holder | $669 | $2,432-72.5% | $2,825-76.3% | $6,940-90.4% |