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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 | $32,494 | $45,043-27.9% | $85,063-61.8% | $74,400-56.3% |
| Participation rate | 88.2% | 49.4%+38.8pp | 67.5%+20.7pp | 67.2%+21.0pp |
| Annual return | 18.05% | 26.26%-8.2pp | 66.54%-48.5pp | 1367.51%-1349.5pp |
| Employer contribution / active EE | $1,469 | $1,458+0.8% | $2,727-46.1% | $2,624-44.0% |
| Participant deferral / active EE | $4,408 | $2,733+61.3% | $4,523-2.5% | $4,348+1.4% |
| Admin fee / account holder | $3,774 | $2,210+70.8% | $6,155-38.7% | $1,944+94.2% |