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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 | $52,059 | $47,479+9.6% | $62,929-17.3% | $82,448-36.9% |
| Participation rate | 71.0% | 66.9%+4.1pp | 73.1%-2.1pp | 68.1%+2.9pp |
| Annual return | 14.62% | 20.34%-5.7pp | 1063.93%-1049.3pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,905 | $1,885+1.0% | $2,505-23.9% | $2,551-25.3% |
| Participant deferral / active EE | $4,883 | $2,870+70.1% | $3,888+25.6% | $4,139+18.0% |
| Admin fee / account holder | $833 | $3,804-78.1% | $5,065-83.6% | $7,234-88.5% |