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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 | $56,031 | $51,631+8.5% | $129,397-56.7% | $80,925-30.8% |
| Participation rate | 76.8% | 56.9%+19.8pp | 69.6%+7.2pp | 67.7%+9.1pp |
| Annual return | 11.69% | 20.77%-9.1pp | 9453.98%-9442.3pp | 35.65%-24.0pp |
| Employer contribution / active EE | $1,072 | $1,583-32.3% | $4,154-74.2% | $2,756-61.1% |
| Participant deferral / active EE | $5,454 | $2,670+104.3% | $4,167+30.9% | $4,299+26.9% |
| Admin fee / account holder | $3,033 | $4,309-29.6% | $7,679-60.5% | $6,940-56.3% |