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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 | $57,307 | $85,766-33.2% | $136,298-58.0% | $70,126-18.3% |
| Participation rate | 92.3% | 74.2%+18.2pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 20.67% | 31.46%-10.8pp | 5156.27%-5135.6pp | 73.15%-52.5pp |
| Employer contribution / active EE | $2,847 | $2,966-4.0% | $4,696-39.4% | $2,343+21.5% |
| Participant deferral / active EE | $7,398 | $5,051+46.4% | $6,247+18.4% | $3,332+122.0% |
| Admin fee / account holder | $1,456 | $5,421-73.1% | $9,244-84.2% | $4,645-68.6% |