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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 | $50,160 | $85,766-41.5% | $136,298-63.2% | $70,126-28.5% |
| Participation rate | 85.7% | 74.2%+11.6pp | 81.9%+3.8pp | 69.5%+16.2pp |
| Annual return | 16.01% | 31.46%-15.4pp | 5156.27%-5140.3pp | 73.15%-57.1pp |
| Employer contribution / active EE | $2,881 | $2,966-2.9% | $4,696-38.6% | $2,343+23.0% |
| Participant deferral / active EE | $4,523 | $5,051-10.5% | $6,247-27.6% | $3,332+35.8% |
| Admin fee / account holder | $1,922 | $5,421-64.5% | $9,244-79.2% | $4,645-58.6% |