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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 | $48,361 | $85,766-43.6% | $136,298-64.5% | $70,126-31.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 20.12% | 31.46%-11.3pp | 5156.27%-5136.1pp | 73.15%-53.0pp |
| Employer contribution / active EE | $2,727 | $2,966-8.0% | $4,696-41.9% | $2,343+16.4% |
| Participant deferral / active EE | $4,559 | $5,051-9.7% | $6,247-27.0% | $3,332+36.8% |
| Admin fee / account holder | $9,267 | $5,421+71.0% | $9,244+0.2% | $4,645+99.5% |