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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 | $63,568 | $85,766-25.9% | $136,298-53.4% | $70,126-9.4% |
| Participation rate | 70.4% | 74.2%-3.8pp | 81.9%-11.6pp | 69.5%+0.8pp |
| Annual return | 18.24% | 31.46%-13.2pp | 5156.27%-5138.0pp | 73.15%-54.9pp |
| Employer contribution / active EE | $2,157 | $2,966-27.3% | $4,696-54.1% | $2,343-7.9% |
| Participant deferral / active EE | $4,178 | $5,051-17.3% | $6,247-33.1% | $3,332+25.4% |
| Admin fee / account holder | $502 | $5,421-90.7% | $9,244-94.6% | $4,645-89.2% |