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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 | $57,241 | $85,766-33.3% | $136,298-58.0% | $70,126-18.4% |
| Participation rate | 91.5% | 74.2%+17.3pp | 81.9%+9.6pp | 69.5%+21.9pp |
| Annual return | 27.74% | 31.46%-3.7pp | 5156.27%-5128.5pp | 73.15%-45.4pp |
| Employer contribution / active EE | $3,112 | $2,966+4.9% | $4,696-33.7% | $2,343+32.8% |
| Participant deferral / active EE | $6,328 | $5,051+25.3% | $6,247+1.3% | $3,332+89.9% |
| Admin fee / account holder | $306 | $5,421-94.3% | $9,244-96.7% | $4,645-93.4% |