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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 | $57,110 | $75,962-24.8% | $154,111-62.9% | $64,173-11.0% |
| Participation rate | 75.0% | 70.4%+4.6pp | 83.0%-8.0pp | 69.6%+5.4pp |
| Annual return | 11.61% | 30.32%-18.7pp | 735.18%-723.6pp | 7.63%+4.0pp |
| Employer contribution / active EE | $4,250 | $3,350+26.9% | $5,298-19.8% | $2,381+78.5% |
| Participant deferral / active EE | $6,313 | $3,175+98.9% | $5,081+24.3% | $3,470+81.9% |
| Admin fee / account holder | $529 | $5,589-90.5% | $13,411-96.1% | $4,887-89.2% |