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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 | $66,900 | $85,766-22.0% | $136,298-50.9% | $70,126-4.6% |
| Participation rate | 94.9% | 74.2%+20.8pp | 81.9%+13.0pp | 69.5%+25.4pp |
| Annual return | 22.71% | 31.46%-8.7pp | 5156.27%-5133.6pp | 73.15%-50.4pp |
| Employer contribution / active EE | $7,221 | $2,966+143.4% | $4,696+53.8% | $2,343+208.2% |
| Participant deferral / active EE | $7,772 | $5,051+53.9% | $6,247+24.4% | $3,332+133.3% |
| Admin fee / account holder | $3,053 | $5,421-43.7% | $9,244-67.0% | $4,645-34.3% |