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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 | $68,378 | $85,171-19.7% | $172,752-60.4% | $72,975-6.3% |
| Participation rate | 87.5% | 70.1%+17.4pp | 82.6%+4.9pp | 69.5%+18.0pp |
| Annual return | 23.44% | 27.32%-3.9pp | 802.97%-779.5pp | 81.01%-57.6pp |
| Employer contribution / active EE | $1,386 | $3,324-58.3% | $5,144-73.1% | $2,440-43.2% |
| Participant deferral / active EE | $5,410 | $3,260+66.0% | $5,198+4.1% | $3,608+50.0% |
| Admin fee / account holder | $1,969 | $5,880-66.5% | $13,955-85.9% | $5,124-61.6% |