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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 | $52,072 | $100,060-48.0% | $149,721-65.2% | $70,126-25.7% |
| Participation rate | 93.8% | 83.6%+10.2pp | 87.1%+6.7pp | 69.5%+24.2pp |
| Annual return | 19.67% | 27.46%-7.8pp | 1501.67%-1482.0pp | 73.15%-53.5pp |
| Employer contribution / active EE | $3,250 | $3,661-11.2% | $5,444-40.3% | $2,343+38.7% |
| Participant deferral / active EE | $3,849 | $4,982-22.8% | $6,568-41.4% | $3,332+15.5% |
| Admin fee / account holder | $8,302 | $8,285+0.2% | $11,282-26.4% | $4,645+78.7% |