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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 | $53,638 | $85,766-37.5% | $136,298-60.6% | $70,126-23.5% |
| Participation rate | 84.5% | 74.2%+10.3pp | 81.9%+2.6pp | 69.5%+14.9pp |
| Annual return | 15.07% | 31.46%-16.4pp | 5156.27%-5141.2pp | 73.15%-58.1pp |
| Employer contribution / active EE | $2,960 | $2,966-0.2% | $4,696-37.0% | $2,343+26.4% |
| Participant deferral / active EE | $2,984 | $5,051-40.9% | $6,247-52.2% | $3,332-10.4% |
| Admin fee / account holder | $4,291 | $5,421-20.8% | $9,244-53.6% | $4,645-7.6% |