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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 | $53,836 | $85,766-37.2% | $136,298-60.5% | $70,126-23.2% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 19.83% | 31.46%-11.6pp | 5156.27%-5136.4pp | 73.15%-53.3pp |
| Employer contribution / active EE | $4,368 | $2,966+47.3% | $4,696-7.0% | $2,343+86.4% |
| Participant deferral / active EE | $2,759 | $5,051-45.4% | $6,247-55.8% | $3,332-17.2% |
| Admin fee / account holder | $3,608 | $5,421-33.4% | $9,244-61.0% | $4,645-22.3% |