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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 | $36,279 | $85,766-57.7% | $136,298-73.4% | $70,126-48.3% |
| Participation rate | 96.7% | 74.2%+22.6pp | 81.9%+14.8pp | 69.5%+27.2pp |
| Annual return | 14.90% | 31.46%-16.6pp | 5156.27%-5141.4pp | 73.15%-58.2pp |
| Employer contribution / active EE | $2,740 | $2,966-7.6% | $4,696-41.6% | $2,343+17.0% |
| Participant deferral / active EE | $6,099 | $5,051+20.7% | $6,247-2.4% | $3,332+83.1% |
| Admin fee / account holder | $899 | $5,421-83.4% | $9,244-90.3% | $4,645-80.6% |