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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 | $24,946 | $85,766-70.9% | $136,298-81.7% | $70,126-64.4% |
| Participation rate | 84.4% | 74.2%+10.3pp | 81.9%+2.5pp | 69.5%+14.9pp |
| Annual return | 19.58% | 31.46%-11.9pp | 5156.27%-5136.7pp | 73.15%-53.6pp |
| Employer contribution / active EE | $3,329 | $2,966+12.2% | $4,696-29.1% | $2,343+42.1% |
| Participant deferral / active EE | $2,622 | $5,051-48.1% | $6,247-58.0% | $3,332-21.3% |
| Admin fee / account holder | $728 | $5,421-86.6% | $9,244-92.1% | $4,645-84.3% |