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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 | $52,707 | $29,736+77.2% | $56,033-5.9% | $80,935-34.9% |
| Participation rate | 96.4% | 41.7%+54.7pp | 52.5%+43.9pp | 67.7%+28.8pp |
| Annual return | 29.08% | 35.28%-6.2pp | 1711.38%-1682.3pp | 35.66%-6.6pp |
| Employer contribution / active EE | $3,637 | $671+441.7% | $1,041+249.4% | $2,757+31.9% |
| Participant deferral / active EE | $2,078 | $1,228+69.1% | $1,954+6.3% | $4,299-51.7% |
| Admin fee / account holder | $4,931 | $2,434+102.6% | $2,827+74.4% | $6,924-28.8% |