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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 | $66,457 | $85,766-22.5% | $136,298-51.2% | $70,126-5.2% |
| Participation rate | 96.8% | 74.2%+22.6pp | 81.9%+14.9pp | 69.5%+27.2pp |
| Annual return | 19.04% | 31.46%-12.4pp | 5156.27%-5137.2pp | 73.15%-54.1pp |
| Employer contribution / active EE | $3,625 | $2,966+22.2% | $4,696-22.8% | $2,343+54.7% |
| Participant deferral / active EE | $6,833 | $5,051+35.3% | $6,247+9.4% | $3,332+105.1% |
| Admin fee / account holder | $17,873 | $5,421+229.7% | $9,244+93.3% | $4,645+284.7% |