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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 | $62,280 | $51,604+20.7% | $129,295-51.8% | $80,874-23.0% |
| Participation rate | 93.8% | 57.0%+36.8pp | 69.6%+24.1pp | 67.6%+26.1pp |
| Annual return | 13.04% | 20.76%-7.7pp | 9429.28%-9416.2pp | 35.62%-22.6pp |
| Employer contribution / active EE | $4,911 | $1,585+209.9% | $4,157+18.1% | $2,756+78.2% |
| Participant deferral / active EE | $2,403 | $2,670-10.0% | $4,169-42.4% | $4,297-44.1% |
| Admin fee / account holder | $810 | $4,310-81.2% | $7,665-89.4% | $6,935-88.3% |