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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 | $45,634 | $85,766-46.8% | $136,298-66.5% | $70,126-34.9% |
| Participation rate | 85.9% | 74.2%+11.8pp | 81.9%+4.0pp | 69.5%+16.4pp |
| Annual return | 18.26% | 31.46%-13.2pp | 5156.27%-5138.0pp | 73.15%-54.9pp |
| Employer contribution / active EE | $4,445 | $2,966+49.9% | $4,696-5.3% | $2,343+89.7% |
| Participant deferral / active EE | $7,414 | $5,051+46.8% | $6,247+18.7% | $3,332+122.5% |
| Admin fee / account holder | $3,636 | $5,421-32.9% | $9,244-60.7% | $4,645-21.7% |