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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 | $48,948 | $85,766-42.9% | $136,298-64.1% | $70,126-30.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 25.81% | 31.46%-5.6pp | 5156.27%-5130.5pp | 73.15%-47.3pp |
| Employer contribution / active EE | $6,658 | $2,966+124.5% | $4,696+41.8% | $2,343+184.2% |
| Participant deferral / active EE | $10,327 | $5,051+104.4% | $6,247+65.3% | $3,332+209.9% |
| Admin fee / account holder | $927 | $5,421-82.9% | $9,244-90.0% | $4,645-80.1% |