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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 | $51,642+20.6% | $129,384-51.9% | $80,935-23.0% |
| Participation rate | 93.8% | 56.9%+36.8pp | 69.6%+24.1pp | 67.7%+26.1pp |
| Annual return | 13.04% | 20.78%-7.7pp | 9461.77%-9448.7pp | 35.66%-22.6pp |
| Employer contribution / active EE | $4,911 | $1,583+210.2% | $4,153+18.2% | $2,757+78.1% |
| Participant deferral / active EE | $2,403 | $2,670-10.0% | $4,166-42.3% | $4,299-44.1% |
| Admin fee / account holder | $810 | $4,312-81.2% | $7,686-89.5% | $6,924-88.3% |