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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 | $24,996 | $85,766-70.9% | $136,298-81.7% | $70,126-64.4% |
| Participation rate | 80.8% | 74.2%+6.6pp | 81.9%-1.2pp | 69.5%+11.2pp |
| Annual return | 25.75% | 31.46%-5.7pp | 5156.27%-5130.5pp | 73.15%-47.4pp |
| Employer contribution / active EE | $9,948 | $2,966+235.4% | $4,696+111.9% | $2,343+324.7% |
| Participant deferral / active EE | $5,956 | $5,051+17.9% | $6,247-4.7% | $3,332+78.8% |
| Admin fee / account holder | $1,471 | $5,421-72.9% | $9,244-84.1% | $4,645-68.3% |