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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 | $30,749 | $75,962-59.5% | $154,108-80.0% | $64,173-52.1% |
| Participation rate | 90.2% | 70.4%+19.8pp | 83.0%+7.2pp | 69.6%+20.6pp |
| Annual return | 6.84% | 30.32%-23.5pp | 735.21%-728.4pp | 7.63%-0.8pp |
| Employer contribution / active EE | $4,492 | $3,350+34.1% | $5,298-15.2% | $2,381+88.7% |
| Participant deferral / active EE | $1,483 | $3,175-53.3% | $5,081-70.8% | $3,470-57.2% |
| Admin fee / account holder | $2,899 | $5,589-48.1% | $13,411-78.4% | $4,887-40.7% |