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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 | $61,735 | $85,766-28.0% | $136,298-54.7% | $70,126-12.0% |
| Participation rate | 78.6% | 74.2%+4.4pp | 81.9%-3.3pp | 69.5%+9.0pp |
| Annual return | 21.48% | 31.46%-10.0pp | 5156.27%-5134.8pp | 73.15%-51.7pp |
| Employer contribution / active EE | $3,900 | $2,966+31.5% | $4,696-17.0% | $2,343+66.5% |
| Participant deferral / active EE | $6,282 | $5,051+24.4% | $6,247+0.6% | $3,332+88.5% |
| Admin fee / account holder | $1,403 | $5,421-74.1% | $9,244-84.8% | $4,645-69.8% |