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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 | $37,994 | $85,766-55.7% | $136,298-72.1% | $70,126-45.8% |
| Participation rate | 78.3% | 74.2%+4.1pp | 81.9%-3.7pp | 69.5%+8.7pp |
| Annual return | 19.93% | 31.46%-11.5pp | 5156.27%-5136.3pp | 73.15%-53.2pp |
| Employer contribution / active EE | $1,689 | $2,966-43.1% | $4,696-64.0% | $2,343-27.9% |
| Participant deferral / active EE | $4,221 | $5,051-16.4% | $6,247-32.4% | $3,332+26.7% |
| Admin fee / account holder | $569 | $5,421-89.5% | $9,244-93.8% | $4,645-87.8% |