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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 | $42,280 | $85,766-50.7% | $136,298-69.0% | $70,126-39.7% |
| Participation rate | 95.7% | 74.2%+21.6pp | 81.9%+13.8pp | 69.5%+26.2pp |
| Annual return | 16.85% | 31.46%-14.6pp | 5156.27%-5139.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $2,609 | $2,966-12.1% | $4,696-44.4% | $2,343+11.4% |
| Participant deferral / active EE | $5,998 | $5,051+18.7% | $6,247-4.0% | $3,332+80.0% |
| Admin fee / account holder | $7,473 | $5,421+37.9% | $9,244-19.2% | $4,645+60.9% |