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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 | $58,443 | $85,766-31.9% | $136,298-57.1% | $70,126-16.7% |
| Participation rate | 87.8% | 74.2%+13.6pp | 81.9%+5.8pp | 69.5%+18.2pp |
| Annual return | 23.34% | 31.46%-8.1pp | 5156.27%-5132.9pp | 73.15%-49.8pp |
| Employer contribution / active EE | $2,247 | $2,966-24.2% | $4,696-52.1% | $2,343-4.1% |
| Participant deferral / active EE | $2,925 | $5,051-42.1% | $6,247-53.2% | $3,332-12.2% |
| Admin fee / account holder | $1,806 | $5,421-66.7% | $9,244-80.5% | $4,645-61.1% |