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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 | $45,207 | $63,346-28.6% | $92,240-51.0% | $70,126-35.5% |
| Participation rate | 94.1% | 68.7%+25.4pp | 76.5%+17.6pp | 69.5%+24.6pp |
| Annual return | 17.87% | 530.19%-512.3pp | 176.29%-158.4pp | 73.15%-55.3pp |
| Employer contribution / active EE | $1,969 | $2,471-20.3% | $3,680-46.5% | $2,343-15.9% |
| Participant deferral / active EE | $3,570 | $2,854+25.1% | $3,897-8.4% | $3,332+7.2% |
| Admin fee / account holder | $529 | $3,841-86.2% | $5,194-89.8% | $4,645-88.6% |