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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 | $47,513 | $85,766-44.6% | $136,298-65.1% | $70,126-32.2% |
| Participation rate | 75.8% | 74.2%+1.6pp | 81.9%-6.2pp | 69.5%+6.2pp |
| Annual return | 31.03% | 31.46%-0.4pp | 5156.27%-5125.2pp | 73.15%-42.1pp |
| Employer contribution / active EE | $2,410 | $2,966-18.7% | $4,696-48.7% | $2,343+2.9% |
| Participant deferral / active EE | $5,381 | $5,051+6.5% | $6,247-13.9% | $3,332+61.5% |
| Admin fee / account holder | $6,876 | $5,421+26.8% | $9,244-25.6% | $4,645+48.0% |