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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 | $38,501 | $85,766-55.1% | $136,297-71.8% | $70,124-45.1% |
| Participation rate | 80.6% | 74.2%+6.5pp | 81.9%-1.3pp | 69.5%+11.1pp |
| Annual return | 18.21% | 31.45%-13.2pp | 5156.19%-5138.0pp | 73.14%-54.9pp |
| Employer contribution / active EE | $4,498 | $2,966+51.7% | $4,696-4.2% | $2,342+92.0% |
| Participant deferral / active EE | $6,127 | $5,051+21.3% | $6,247-1.9% | $3,332+83.9% |
| Admin fee / account holder | $4,669 | $5,420-13.9% | $9,244-49.5% | $4,645+0.5% |