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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 | $18,844 | $85,171-77.9% | $172,753-89.1% | $72,976-74.2% |
| Participation rate | 95.9% | 70.1%+25.9pp | 82.6%+13.3pp | 69.5%+26.4pp |
| Annual return | 32.86% | 27.32%+5.5pp | 803.00%-770.1pp | 81.02%-48.2pp |
| Employer contribution / active EE | $897 | $3,324-73.0% | $5,144-82.6% | $2,440-63.2% |
| Participant deferral / active EE | $2,006 | $3,260-38.5% | $5,198-61.4% | $3,608-44.4% |
| Admin fee / account holder | $1,200 | $5,880-79.6% | $13,956-91.4% | $5,124-76.6% |