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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 | $23,585 | $85,766-72.5% | $136,298-82.7% | $70,126-66.4% |
| Participation rate | 96.3% | 74.2%+22.1pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 20.31% | 31.46%-11.1pp | 5156.27%-5136.0pp | 73.15%-52.8pp |
| Employer contribution / active EE | $2,446 | $2,966-17.5% | $4,696-47.9% | $2,343+4.4% |
| Participant deferral / active EE | $4,983 | $5,051-1.3% | $6,247-20.2% | $3,332+49.6% |
| Admin fee / account holder | $1,229 | $5,421-77.3% | $9,244-86.7% | $4,645-73.6% |