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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 | $46,493 | $85,766-45.8% | $136,298-65.9% | $70,126-33.7% |
| Participation rate | 77.1% | 74.2%+3.0pp | 81.9%-4.8pp | 69.5%+7.6pp |
| Annual return | 20.94% | 31.46%-10.5pp | 5156.27%-5135.3pp | 73.15%-52.2pp |
| Employer contribution / active EE | $2,648 | $2,966-10.7% | $4,696-43.6% | $2,343+13.0% |
| Participant deferral / active EE | $5,800 | $5,051+14.8% | $6,247-7.2% | $3,332+74.1% |
| Admin fee / account holder | $1,092 | $5,421-79.8% | $9,244-88.2% | $4,645-76.5% |