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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 | $57,937 | $85,766-32.4% | $136,298-57.5% | $70,126-17.4% |
| Participation rate | 80.6% | 74.2%+6.5pp | 81.9%-1.3pp | 69.5%+11.1pp |
| Annual return | 19.04% | 31.46%-12.4pp | 5156.27%-5137.2pp | 73.15%-54.1pp |
| Employer contribution / active EE | $2,263 | $2,966-23.7% | $4,696-51.8% | $2,343-3.4% |
| Participant deferral / active EE | $4,725 | $5,051-6.5% | $6,247-24.4% | $3,332+41.8% |
| Admin fee / account holder | $5,393 | $5,421-0.5% | $9,244-41.7% | $4,645+16.1% |