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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 | $33,971 | $41,377-17.9% | $109,313-68.9% | $62,881-46.0% |
| Participation rate | 77.2% | 57.5%+19.7pp | 71.3%+5.9pp | 69.3%+7.9pp |
| Annual return | 410.50% | 11.05%+399.4pp | 22.07%+388.4pp | 20.14%+390.4pp |
| Employer contribution / active EE | $3,552 | $1,276+178.4% | $3,892-8.7% | $2,281+55.7% |
| Participant deferral / active EE | $2,308 | $2,045+12.9% | $3,166-27.1% | $3,203-27.9% |
| Admin fee / account holder | $1,087 | $2,884-62.3% | $5,666-80.8% | $4,296-74.7% |