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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 | $41,656 | $29,733+40.1% | $56,025-25.6% | $80,959-48.5% |
| Participation rate | 88.6% | 41.7%+46.9pp | 52.5%+36.1pp | 67.7%+21.0pp |
| Annual return | 12.49% | 35.28%-22.8pp | 1712.69%-1700.2pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,598 | $672+286.8% | $1,042+149.4% | $2,757-5.8% |
| Participant deferral / active EE | $5,589 | $1,229+354.6% | $1,955+186.0% | $4,300+30.0% |
| Admin fee / account holder | $5,219 | $2,434+114.5% | $2,828+84.5% | $6,925-24.6% |