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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 | $34,151 | $29,733+14.9% | $56,025-39.0% | $80,959-57.8% |
| Participation rate | 98.1% | 41.7%+56.4pp | 52.5%+45.6pp | 67.7%+30.4pp |
| Annual return | 19.07% | 35.28%-16.2pp | 1712.69%-1693.6pp | 35.67%-16.6pp |
| Employer contribution / active EE | $3,544 | $672+427.6% | $1,042+240.3% | $2,757+28.6% |
| Participant deferral / active EE | $2,239 | $1,229+82.1% | $1,955+14.6% | $4,300-47.9% |
| Admin fee / account holder | $596 | $2,434-75.5% | $2,828-78.9% | $6,925-91.4% |