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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 | $65,942 | $85,766-23.1% | $136,298-51.6% | $70,126-6.0% |
| Participation rate | 86.8% | 74.2%+12.7pp | 81.9%+4.9pp | 69.5%+17.3pp |
| Annual return | 14.42% | 31.46%-17.0pp | 5156.27%-5141.8pp | 73.15%-58.7pp |
| Employer contribution / active EE | $1,117 | $2,966-62.3% | $4,696-76.2% | $2,343-52.3% |
| Participant deferral / active EE | $3,945 | $5,051-21.9% | $6,247-36.9% | $3,332+18.4% |
| Admin fee / account holder | $1,018 | $5,421-81.2% | $9,244-89.0% | $4,645-78.1% |