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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 | $59,021 | $85,766-31.2% | $136,298-56.7% | $70,126-15.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 22.45% | 31.46%-9.0pp | 5156.27%-5133.8pp | 73.15%-50.7pp |
| Employer contribution / active EE | $1,867 | $2,966-37.1% | $4,696-60.3% | $2,343-20.3% |
| Participant deferral / active EE | $3,938 | $5,051-22.0% | $6,247-37.0% | $3,332+18.2% |
| Admin fee / account holder | $3,190 | $5,421-41.2% | $9,244-65.5% | $4,645-31.3% |