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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 | $66,559 | $85,766-22.4% | $136,298-51.2% | $70,126-5.1% |
| Participation rate | 92.6% | 74.2%+18.4pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 21.05% | 31.46%-10.4pp | 5156.27%-5135.2pp | 73.15%-52.1pp |
| Employer contribution / active EE | $7,066 | $2,966+138.2% | $4,696+50.5% | $2,343+201.7% |
| Participant deferral / active EE | $15,565 | $5,051+208.1% | $6,247+149.1% | $3,332+367.2% |
| Admin fee / account holder | $2,434 | $5,421-55.1% | $9,244-73.7% | $4,645-47.6% |