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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 | $65,940 | $85,766-23.1% | $136,298-51.6% | $70,126-6.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 15.46% | 31.46%-16.0pp | 5156.27%-5140.8pp | 73.15%-57.7pp |
| Employer contribution / active EE | $2,081 | $2,966-29.8% | $4,696-55.7% | $2,343-11.2% |
| Participant deferral / active EE | $5,567 | $5,051+10.2% | $6,247-10.9% | $3,332+67.1% |
| Admin fee / account holder | $2,489 | $5,421-54.1% | $9,244-73.1% | $4,645-46.4% |