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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 | $60,076 | $85,766-30.0% | $136,298-55.9% | $70,126-14.3% |
| Participation rate | 85.3% | 74.2%+11.2pp | 81.9%+3.4pp | 69.5%+15.8pp |
| Annual return | 22.33% | 31.46%-9.1pp | 5156.27%-5133.9pp | 73.15%-50.8pp |
| Employer contribution / active EE | $848 | $2,966-71.4% | $4,696-81.9% | $2,343-63.8% |
| Participant deferral / active EE | $5,662 | $5,051+12.1% | $6,247-9.4% | $3,332+69.9% |
| Admin fee / account holder | $2,260 | $5,421-58.3% | $9,244-75.6% | $4,645-51.4% |