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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 | $48,908 | $48,050+1.8% | $85,969-43.1% | $59,633-18.0% |
| Participation rate | 83.1% | 64.5%+18.6pp | 76.5%+6.5pp | 68.7%+14.4pp |
| Annual return | 3.67% | 0.29%+3.4pp | 9.32%-5.6pp | 2041.45%-2037.8pp |
| Employer contribution / active EE | $11,864 | $1,640+623.7% | $3,474+241.5% | $2,203+438.6% |
| Participant deferral / active EE | $1,396 | $2,249-37.9% | $3,829-63.5% | $3,192-56.3% |
| Admin fee / account holder | $548 | $3,206-82.9% | $6,053-90.9% | $4,297-87.2% |