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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 | $67,505 | $85,766-21.3% | $136,298-50.5% | $70,126-3.7% |
| Participation rate | 80.4% | 74.2%+6.3pp | 81.9%-1.5pp | 69.5%+10.9pp |
| Annual return | 29.96% | 31.46%-1.5pp | 5156.27%-5126.3pp | 73.15%-43.2pp |
| Employer contribution / active EE | $1,832 | $2,966-38.2% | $4,696-61.0% | $2,343-21.8% |
| Participant deferral / active EE | $4,214 | $5,051-16.6% | $6,247-32.5% | $3,332+26.5% |
| Admin fee / account holder | $3,876 | $5,421-28.5% | $9,244-58.1% | $4,645-16.6% |