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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 | $45,869 | $85,766-46.5% | $136,298-66.3% | $70,126-34.6% |
| Participation rate | 84.7% | 74.2%+10.6pp | 81.9%+2.8pp | 69.5%+15.2pp |
| Annual return | 18.90% | 31.46%-12.6pp | 5156.27%-5137.4pp | 73.15%-54.2pp |
| Employer contribution / active EE | $1,410 | $2,966-52.5% | $4,696-70.0% | $2,343-39.8% |
| Participant deferral / active EE | $2,745 | $5,051-45.7% | $6,247-56.1% | $3,332-17.6% |
| Admin fee / account holder | $417 | $5,421-92.3% | $9,244-95.5% | $4,645-91.0% |