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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 | $32,985 | $63,346-47.9% | $92,240-64.2% | $70,126-53.0% |
| Participation rate | 97.7% | 68.7%+29.0pp | 76.5%+21.2pp | 69.5%+28.1pp |
| Annual return | 20.60% | 530.19%-509.6pp | 176.29%-155.7pp | 73.15%-52.5pp |
| Employer contribution / active EE | $2,644 | $2,471+7.0% | $3,680-28.1% | $2,343+12.9% |
| Participant deferral / active EE | $2,788 | $2,854-2.3% | $3,897-28.5% | $3,332-16.3% |
| Admin fee / account holder | $522 | $3,841-86.4% | $5,194-89.9% | $4,645-88.8% |