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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 | $32,604 | $85,766-62.0% | $136,298-76.1% | $70,126-53.5% |
| Participation rate | 92.0% | 74.2%+17.8pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 16.19% | 31.46%-15.3pp | 5156.27%-5140.1pp | 73.15%-57.0pp |
| Employer contribution / active EE | $2,750 | $2,966-7.3% | $4,696-41.4% | $2,343+17.4% |
| Participant deferral / active EE | $6,193 | $5,051+22.6% | $6,247-0.9% | $3,332+85.9% |
| Admin fee / account holder | $1,416 | $5,421-73.9% | $9,244-84.7% | $4,645-69.5% |