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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 | $68,611 | $85,766-20.0% | $136,298-49.7% | $70,126-2.2% |
| Participation rate | 93.3% | 74.2%+19.2pp | 81.9%+11.4pp | 69.5%+23.8pp |
| Annual return | 20.31% | 31.46%-11.1pp | 5156.27%-5136.0pp | 73.15%-52.8pp |
| Employer contribution / active EE | $2,207 | $2,966-25.6% | $4,696-53.0% | $2,343-5.8% |
| Participant deferral / active EE | $6,184 | $5,051+22.4% | $6,247-1.0% | $3,332+85.6% |
| Admin fee / account holder | $2,970 | $5,421-45.2% | $9,244-67.9% | $4,645-36.1% |