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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 | $37,805 | $85,766-55.9% | $136,298-72.3% | $70,126-46.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 22.68% | 31.46%-8.8pp | 5156.27%-5133.6pp | 73.15%-50.5pp |
| Employer contribution / active EE | $2,163 | $2,966-27.1% | $4,696-53.9% | $2,343-7.7% |
| Participant deferral / active EE | $4,427 | $5,051-12.4% | $6,247-29.1% | $3,332+32.9% |
| Admin fee / account holder | $1,464 | $5,421-73.0% | $9,244-84.2% | $4,645-68.5% |