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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 | $52,053 | $85,766-39.3% | $136,298-61.8% | $70,126-25.8% |
| Participation rate | 77.8% | 74.2%+3.6pp | 81.9%-4.1pp | 69.5%+8.2pp |
| Annual return | 22.80% | 31.46%-8.7pp | 5156.27%-5133.5pp | 73.15%-50.3pp |
| Employer contribution / active EE | $2,125 | $2,966-28.4% | $4,696-54.8% | $2,343-9.3% |
| Participant deferral / active EE | $6,062 | $5,051+20.0% | $6,247-3.0% | $3,332+81.9% |
| Admin fee / account holder | $924 | $5,421-83.0% | $9,244-90.0% | $4,645-80.1% |