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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 | $50,645 | $85,766-40.9% | $136,298-62.8% | $70,126-27.8% |
| Participation rate | 89.6% | 74.2%+15.4pp | 81.9%+7.6pp | 69.5%+20.0pp |
| Annual return | 18.42% | 31.46%-13.0pp | 5156.27%-5137.9pp | 73.15%-54.7pp |
| Employer contribution / active EE | $4,212 | $2,966+42.0% | $4,696-10.3% | $2,343+79.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,567 | $5,421-71.1% | $9,244-83.0% | $4,645-66.3% |