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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 | $57,496 | $100,060-42.5% | $149,721-61.6% | $70,126-18.0% |
| Participation rate | 84.8% | 83.6%+1.3pp | 87.1%-2.2pp | 69.5%+15.3pp |
| Annual return | 16.31% | 27.46%-11.2pp | 1501.67%-1485.4pp | 73.15%-56.8pp |
| Employer contribution / active EE | $3,367 | $3,661-8.0% | $5,444-38.2% | $2,343+43.7% |
| Participant deferral / active EE | $5,934 | $4,982+19.1% | $6,568-9.7% | $3,332+78.1% |
| Admin fee / account holder | $1,889 | $8,285-77.2% | $11,282-83.3% | $4,645-59.3% |