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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 | $57,425 | $85,766-33.0% | $136,298-57.9% | $70,126-18.1% |
| Participation rate | 85.4% | 74.2%+11.2pp | 81.9%+3.4pp | 69.5%+15.8pp |
| Annual return | 19.18% | 31.46%-12.3pp | 5156.27%-5137.1pp | 73.15%-54.0pp |
| Employer contribution / active EE | $820 | $2,966-72.4% | $4,696-82.5% | $2,343-65.0% |
| Participant deferral / active EE | $6,115 | $5,051+21.1% | $6,247-2.1% | $3,332+83.5% |
| Admin fee / account holder | $3,518 | $5,421-35.1% | $9,244-61.9% | $4,645-24.3% |