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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 | $10,522 | $51,631-79.6% | $129,397-91.9% | $80,925-87.0% |
| Participation rate | 71.0% | 56.9%+14.0pp | 69.6%+1.3pp | 67.7%+3.3pp |
| Annual return | 16.74% | 20.77%-4.0pp | 9453.98%-9437.2pp | 35.65%-18.9pp |
| Employer contribution / active EE | $5,420 | $1,583+242.4% | $4,154+30.5% | $2,756+96.6% |
| Participant deferral / active EE | $3,012 | $2,670+12.8% | $4,167-27.7% | $4,299-29.9% |
| Admin fee / account holder | $426 | $4,309-90.1% | $7,679-94.5% | $6,940-93.9% |