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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 | $52,356 | $100,033-47.7% | $149,716-65.0% | $70,124-25.3% |
| Participation rate | 89.6% | 83.6%+6.0pp | 87.1%+2.5pp | 69.5%+20.0pp |
| Annual return | 20.03% | 27.43%-7.4pp | 1501.67%-1481.6pp | 73.14%-53.1pp |
| Employer contribution / active EE | $2,443 | $3,661-33.3% | $5,444-55.1% | $2,342+4.3% |
| Participant deferral / active EE | $5,538 | $4,982+11.2% | $6,568-15.7% | $3,332+66.2% |
| Admin fee / account holder | $723 | $8,285-91.3% | $11,282-93.6% | $4,645-84.4% |