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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 | $35,083 | $52,961-33.8% | $172,752-79.7% | $65,185-46.2% |
| Participation rate | 95.0% | 66.2%+28.8pp | 82.6%+12.4pp | 70.2%+24.8pp |
| Annual return | 17.98% | 30.12%-12.1pp | 802.97%-785.0pp | 29.38%-11.4pp |
| Employer contribution / active EE | $1,580 | $2,190-27.9% | $5,144-69.3% | $2,177-27.4% |
| Participant deferral / active EE | $2,551 | $2,471+3.2% | $5,198-50.9% | $3,514-27.4% |
| Admin fee / account holder | $1,018 | $472+115.6% | $13,955-92.7% | $847+20.1% |