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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 | $50,475 | $85,766-41.1% | $136,298-63.0% | $70,126-28.0% |
| Participation rate | 77.8% | 74.2%+3.6pp | 81.9%-4.1pp | 69.5%+8.2pp |
| Annual return | 21.44% | 31.46%-10.0pp | 5156.27%-5134.8pp | 73.15%-51.7pp |
| Employer contribution / active EE | $2,550 | $2,966-14.0% | $4,696-45.7% | $2,343+8.9% |
| Participant deferral / active EE | $7,039 | $5,051+39.4% | $6,247+12.7% | $3,332+111.3% |
| Admin fee / account holder | $743 | $5,421-86.3% | $9,244-92.0% | $4,645-84.0% |