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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 | $45,126-28.0% | $85,187-61.9% | $74,459-56.4% |
| Participation rate | 88.2% | 49.4%+38.8pp | 67.5%+20.7pp | 67.2%+21.0pp |
| Annual return | 18.05% | 26.30%-8.3pp | 66.67%-48.6pp | 1369.70%-1351.7pp |
| Employer contribution / active EE | $1,469 | $1,460+0.6% | $2,732-46.2% | $2,626-44.1% |
| Participant deferral / active EE | $4,408 | $2,738+61.0% | $4,525-2.6% | $4,350+1.3% |
| Admin fee / account holder | $3,774 | $2,212+70.6% | $6,162-38.8% | $1,945+94.0% |