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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 | $49,233 | $85,766-42.6% | $136,298-63.9% | $70,126-29.8% |
| Participation rate | 85.0% | 74.2%+10.8pp | 81.9%+3.1pp | 69.5%+15.5pp |
| Annual return | 20.18% | 31.46%-11.3pp | 5156.27%-5136.1pp | 73.15%-53.0pp |
| Employer contribution / active EE | $4,017 | $2,966+35.4% | $4,696-14.5% | $2,343+71.5% |
| Participant deferral / active EE | $9,056 | $5,051+79.3% | $6,247+45.0% | $3,332+171.8% |
| Admin fee / account holder | $10,381 | $5,421+91.5% | $9,244+12.3% | $4,645+123.5% |