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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 | $38,849 | $85,766-54.7% | $136,298-71.5% | $70,126-44.6% |
| Participation rate | 92.5% | 74.2%+18.3pp | 81.9%+10.6pp | 69.5%+23.0pp |
| Annual return | 24.94% | 31.46%-6.5pp | 5156.27%-5131.3pp | 73.15%-48.2pp |
| Employer contribution / active EE | $2,486 | $2,966-16.2% | $4,696-47.1% | $2,343+6.1% |
| Participant deferral / active EE | $5,674 | $5,051+12.3% | $6,247-9.2% | $3,332+70.3% |
| Admin fee / account holder | $350 | $5,421-93.5% | $9,244-96.2% | $4,645-92.5% |