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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 | $43,670 | $80,753-45.9% | $136,298-68.0% | $62,293-29.9% |
| Participation rate | 80.0% | 73.5%+6.5pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 21.42% | 35.83%-14.4pp | 5156.27%-5134.8pp | 28.90%-7.5pp |
| Employer contribution / active EE | $2,085 | $2,884-27.7% | $4,696-55.6% | $2,042+2.1% |
| Participant deferral / active EE | $5,190 | $5,164+0.5% | $6,247-16.9% | $3,169+63.8% |
| Admin fee / account holder | $4,505 | $525+757.3% | $9,244-51.3% | $479+839.7% |