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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 | $32,599 | $29,670+9.9% | $56,054-41.8% | $80,911-59.7% |
| Participation rate | 74.4% | 41.7%+32.8pp | 52.5%+21.9pp | 67.6%+6.8pp |
| Annual return | 18.31% | 35.24%-16.9pp | 1705.95%-1687.6pp | 35.63%-17.3pp |
| Employer contribution / active EE | $3,919 | $670+485.1% | $1,039+277.2% | $2,756+42.2% |
| Participant deferral / active EE | $2,055 | $1,227+67.5% | $1,952+5.3% | $4,297-52.2% |
| Admin fee / account holder | $397 | $2,431-83.7% | $2,822-85.9% | $6,935-94.3% |