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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 | $47,194 | $85,766-45.0% | $136,298-65.4% | $70,126-32.7% |
| Participation rate | 87.1% | 74.2%+12.9pp | 81.9%+5.2pp | 69.5%+17.6pp |
| Annual return | 21.15% | 31.46%-10.3pp | 5156.27%-5135.1pp | 73.15%-52.0pp |
| Employer contribution / active EE | $1,921 | $2,966-35.2% | $4,696-59.1% | $2,343-18.0% |
| Participant deferral / active EE | $5,875 | $5,051+16.3% | $6,247-6.0% | $3,332+76.3% |
| Admin fee / account holder | $2,389 | $5,421-55.9% | $9,244-74.2% | $4,645-48.6% |