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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 | $28,144 | $85,171-67.0% | $172,752-83.7% | $72,975-61.4% |
| Participation rate | 81.3% | 70.1%+11.2pp | 82.6%-1.4pp | 69.5%+11.8pp |
| Annual return | 24.57% | 27.32%-2.8pp | 802.97%-778.4pp | 81.01%-56.4pp |
| Employer contribution / active EE | $1,712 | $3,324-48.5% | $5,144-66.7% | $2,440-29.8% |
| Participant deferral / active EE | $3,476 | $3,260+6.6% | $5,198-33.1% | $3,608-3.7% |
| Admin fee / account holder | $364 | $5,880-93.8% | $13,955-97.4% | $5,124-92.9% |