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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 | $61,941 | $85,766-27.8% | $136,298-54.6% | $70,126-11.7% |
| Participation rate | 72.0% | 74.2%-2.2pp | 81.9%-9.9pp | 69.5%+2.5pp |
| Annual return | 18.80% | 31.46%-12.7pp | 5156.27%-5137.5pp | 73.15%-54.4pp |
| Employer contribution / active EE | $2,451 | $2,966-17.4% | $4,696-47.8% | $2,343+4.6% |
| Participant deferral / active EE | $6,508 | $5,051+28.8% | $6,247+4.2% | $3,332+95.3% |
| Admin fee / account holder | $692 | $5,421-87.2% | $9,244-92.5% | $4,645-85.1% |