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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 | $66,101 | $85,169-22.4% | $172,755-61.7% | $72,983-9.4% |
| Participation rate | 90.9% | 70.1%+20.8pp | 82.6%+8.3pp | 69.5%+21.4pp |
| Annual return | 19.86% | 27.32%-7.5pp | 802.94%-783.1pp | 81.01%-61.1pp |
| Employer contribution / active EE | $6,788 | $3,324+104.2% | $5,144+32.0% | $2,440+178.2% |
| Participant deferral / active EE | $1,354 | $3,260-58.5% | $5,198-73.9% | $3,608-62.5% |
| Admin fee / account holder | $3,942 | $5,880-33.0% | $13,955-71.7% | $5,124-23.1% |