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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 | $35,668 | $82,674-56.9% | $125,381-71.6% | $68,486-47.9% |
| Participation rate | 97.6% | 75.1%+22.6pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | 15.57% | -5.97%+21.5pp | 572.31%-556.7pp | -7.85%+23.4pp |
| Employer contribution / active EE | $2,362 | $3,382-30.2% | $4,815-50.9% | $2,597-9.0% |
| Participant deferral / active EE | $9,763 | $6,111+59.8% | $7,448+31.1% | $4,028+142.4% |
| Admin fee / account holder | $753 | $6,277-88.0% | $10,007-92.5% | $5,404-86.1% |