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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 | $38,255 | $85,766-55.4% | $136,297-71.9% | $70,131-45.5% |
| Participation rate | 70.4% | 74.2%-3.8pp | 81.9%-11.6pp | 69.5%+0.8pp |
| Annual return | 20.51% | 31.45%-10.9pp | 5156.16%-5135.6pp | 73.14%-52.6pp |
| Employer contribution / active EE | $3,829 | $2,966+29.1% | $4,696-18.5% | $2,342+63.4% |
| Participant deferral / active EE | $5,363 | $5,051+6.2% | $6,247-14.2% | $3,332+61.0% |
| Admin fee / account holder | $10,531 | $5,420+94.3% | $9,244+13.9% | $4,645+126.7% |