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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 | $36,738 | $29,733+23.6% | $56,025-34.4% | $80,959-54.6% |
| Participation rate | 77.6% | 41.7%+35.8pp | 52.5%+25.0pp | 67.7%+9.9pp |
| Annual return | 11.20% | 35.28%-24.1pp | 1712.69%-1701.5pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,002 | $672+49.1% | $1,042-3.8% | $2,757-63.7% |
| Participant deferral / active EE | $1,401 | $1,229+13.9% | $1,955-28.3% | $4,300-67.4% |
| Admin fee / account holder | $2,021 | $2,434-16.9% | $2,828-28.5% | $6,925-70.8% |