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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 | $60,846 | $74,661-18.5% | $160,784-62.2% | $67,986-10.5% |
| Participation rate | 73.1% | 57.1%+15.9pp | 77.0%-3.9pp | 57.2%+15.9pp |
| Annual return | 26.54% | 28.83%-2.3pp | 1803.92%-1777.4pp | 31.67%-5.1pp |
| Employer contribution / active EE | $1,198 | $1,829-34.5% | $3,733-67.9% | $2,019-40.6% |
| Participant deferral / active EE | $4,834 | $3,681+31.3% | $6,293-23.2% | $3,358+44.0% |
| Admin fee / account holder | $7,988 | $3,959+101.8% | $9,717-17.8% | $3,203+149.4% |