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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 | $22,753 | $85,171-73.3% | $172,752-86.8% | $72,975-68.8% |
| Participation rate | 74.5% | 70.1%+4.4pp | 82.6%-8.1pp | 69.5%+5.0pp |
| Annual return | 27.95% | 27.32%+0.6pp | 802.97%-775.0pp | 81.01%-53.1pp |
| Employer contribution / active EE | $4,168 | $3,324+25.4% | $5,144-19.0% | $2,440+70.8% |
| Participant deferral / active EE | $3,955 | $3,260+21.3% | $5,198-23.9% | $3,608+9.6% |
| Admin fee / account holder | $605 | $5,880-89.7% | $13,955-95.7% | $5,124-88.2% |