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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 | $37,833 | $85,766-55.9% | $136,298-72.2% | $70,126-46.1% |
| Participation rate | 97.7% | 74.2%+23.6pp | 81.9%+15.8pp | 69.5%+28.2pp |
| Annual return | 25.40% | 31.46%-6.1pp | 5156.27%-5130.9pp | 73.15%-47.7pp |
| Employer contribution / active EE | $584 | $2,966-80.3% | $4,696-87.6% | $2,343-75.1% |
| Participant deferral / active EE | $4,479 | $5,051-11.3% | $6,247-28.3% | $3,332+34.4% |
| Admin fee / account holder | $12,010 | $5,421+121.6% | $9,244+29.9% | $4,645+158.5% |