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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 | $55,595 | $85,766-35.2% | $136,297-59.2% | $70,124-20.7% |
| Participation rate | 89.5% | 74.2%+15.3pp | 81.9%+7.6pp | 69.5%+19.9pp |
| Annual return | 24.38% | 31.45%-7.1pp | 5156.19%-5131.8pp | 73.14%-48.8pp |
| Employer contribution / active EE | $2,997 | $2,966+1.0% | $4,696-36.2% | $2,342+27.9% |
| Participant deferral / active EE | $4,183 | $5,051-17.2% | $6,247-33.0% | $3,332+25.5% |
| Admin fee / account holder | $1,864 | $5,420-65.6% | $9,244-79.8% | $4,645-59.9% |