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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 | $67,167 | $85,766-21.7% | $136,297-50.7% | $70,124-4.2% |
| Participation rate | 94.6% | 74.2%+20.5pp | 81.9%+12.7pp | 69.5%+25.1pp |
| Annual return | 17.97% | 31.45%-13.5pp | 5156.19%-5138.2pp | 73.14%-55.2pp |
| Employer contribution / active EE | $4,829 | $2,966+62.8% | $4,696+2.8% | $2,342+106.1% |
| Participant deferral / active EE | $2,982 | $5,051-41.0% | $6,247-52.3% | $3,332-10.5% |
| Admin fee / account holder | $569 | $5,420-89.5% | $9,244-93.8% | $4,645-87.7% |