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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 | $55,229 | $85,766-35.6% | $136,298-59.5% | $70,126-21.2% |
| Participation rate | 78.6% | 74.2%+4.4pp | 81.9%-3.3pp | 69.5%+9.0pp |
| Annual return | 18.93% | 31.46%-12.5pp | 5156.27%-5137.3pp | 73.15%-54.2pp |
| Employer contribution / active EE | $2,348 | $2,966-20.8% | $4,696-50.0% | $2,343+0.2% |
| Participant deferral / active EE | $8,152 | $5,051+61.4% | $6,247+30.5% | $3,332+144.7% |
| Admin fee / account holder | $738 | $5,421-86.4% | $9,244-92.0% | $4,645-84.1% |