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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 | $58,752 | $85,766-31.5% | $136,298-56.9% | $70,126-16.2% |
| Participation rate | 98.0% | 74.2%+23.8pp | 81.9%+16.1pp | 69.5%+28.5pp |
| Annual return | 20.47% | 31.46%-11.0pp | 5156.27%-5135.8pp | 73.15%-52.7pp |
| Employer contribution / active EE | $4,651 | $2,966+56.8% | $4,696-0.9% | $2,343+98.6% |
| Participant deferral / active EE | $3,711 | $5,051-26.5% | $6,247-40.6% | $3,332+11.4% |
| Admin fee / account holder | $3,889 | $5,421-28.3% | $9,244-57.9% | $4,645-16.3% |