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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 | $49,855 | $85,766-41.9% | $136,298-63.4% | $70,126-28.9% |
| Participation rate | 93.0% | 74.2%+18.8pp | 81.9%+11.0pp | 69.5%+23.4pp |
| Annual return | 22.09% | 31.46%-9.4pp | 5156.27%-5134.2pp | 73.15%-51.1pp |
| Employer contribution / active EE | $1,535 | $2,966-48.2% | $4,696-67.3% | $2,343-34.5% |
| Participant deferral / active EE | $7,132 | $5,051+41.2% | $6,247+14.2% | $3,332+114.1% |
| Admin fee / account holder | $1,005 | $5,421-81.5% | $9,244-89.1% | $4,645-78.4% |