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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 | $41,489 | $47,479-12.6% | $62,929-34.1% | $82,448-49.7% |
| Participation rate | 97.3% | 66.9%+30.4pp | 73.1%+24.2pp | 68.1%+29.2pp |
| Annual return | 15.40% | 20.34%-4.9pp | 1063.93%-1048.5pp | 41.64%-26.2pp |
| Employer contribution / active EE | $3,022 | $1,885+60.3% | $2,505+20.7% | $2,551+18.5% |
| Participant deferral / active EE | $1,996 | $2,870-30.5% | $3,888-48.7% | $4,139-51.8% |
| Admin fee / account holder | $569 | $3,804-85.0% | $5,065-88.8% | $7,234-92.1% |