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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 | $32,715 | $85,766-61.9% | $136,298-76.0% | $70,126-53.3% |
| Participation rate | 81.4% | 74.2%+7.2pp | 81.9%-0.6pp | 69.5%+11.8pp |
| Annual return | 16.70% | 31.46%-14.8pp | 5156.27%-5139.6pp | 73.15%-56.4pp |
| Employer contribution / active EE | $1,245 | $2,966-58.0% | $4,696-73.5% | $2,343-46.8% |
| Participant deferral / active EE | $5,872 | $5,051+16.2% | $6,247-6.0% | $3,332+76.2% |
| Admin fee / account holder | $5,757 | $5,421+6.2% | $9,244-37.7% | $4,645+23.9% |