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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 | $23,276 | $81,358-71.4% | $155,556-85.0% | $80,959-71.2% |
| Participation rate | 98.5% | 66.3%+32.2pp | 78.2%+20.2pp | 67.7%+30.8pp |
| Annual return | 62.50% | 33.39%+29.1pp | 64.84%-2.3pp | 35.67%+26.8pp |
| Employer contribution / active EE | $2,056 | $3,106-33.8% | $4,675-56.0% | $2,757-25.4% |
| Participant deferral / active EE | $4,497 | $3,455+30.2% | $5,631-20.1% | $4,300+4.6% |
| Admin fee / account holder | $1,022 | $7,994-87.2% | $15,885-93.6% | $6,925-85.2% |