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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 | $24,991 | $63,346-60.5% | $92,240-72.9% | $70,126-64.4% |
| Participation rate | 96.2% | 68.7%+27.5pp | 76.5%+19.7pp | 69.5%+26.6pp |
| Annual return | 13.50% | 530.19%-516.7pp | 176.29%-162.8pp | 73.15%-59.6pp |
| Employer contribution / active EE | $3,077 | $2,471+24.5% | $3,680-16.4% | $2,343+31.4% |
| Participant deferral / active EE | $2,209 | $2,854-22.6% | $3,897-43.3% | $3,332-33.7% |
| Admin fee / account holder | $560 | $3,841-85.4% | $5,194-89.2% | $4,645-88.0% |