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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 | $63,732 | $85,766-25.7% | $136,298-53.2% | $70,126-9.1% |
| Participation rate | 70.4% | 74.2%-3.8pp | 81.9%-11.6pp | 69.5%+0.8pp |
| Annual return | 19.88% | 31.46%-11.6pp | 5156.27%-5136.4pp | 73.15%-53.3pp |
| Employer contribution / active EE | $1,883 | $2,966-36.5% | $4,696-59.9% | $2,343-19.6% |
| Participant deferral / active EE | $2,402 | $5,051-52.5% | $6,247-61.6% | $3,332-27.9% |
| Admin fee / account holder | $7,922 | $5,421+46.1% | $9,244-14.3% | $4,645+70.5% |