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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 | $38,188 | $85,766-55.5% | $136,298-72.0% | $70,126-45.5% |
| Participation rate | 86.5% | 74.2%+12.3pp | 81.9%+4.6pp | 69.5%+16.9pp |
| Annual return | 15.16% | 31.46%-16.3pp | 5156.27%-5141.1pp | 73.15%-58.0pp |
| Employer contribution / active EE | $5,469 | $2,966+84.4% | $4,696+16.5% | $2,343+133.5% |
| Participant deferral / active EE | $3,020 | $5,051-40.2% | $6,247-51.7% | $3,332-9.4% |
| Admin fee / account holder | $482 | $5,421-91.1% | $9,244-94.8% | $4,645-89.6% |