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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 | $53,644 | $85,766-37.5% | $136,297-60.6% | $70,124-23.5% |
| Participation rate | 72.5% | 74.2%-1.7pp | 81.9%-9.5pp | 69.5%+2.9pp |
| Annual return | 15.40% | 31.45%-16.1pp | 5156.19%-5140.8pp | 73.14%-57.7pp |
| Employer contribution / active EE | $769 | $2,966-74.1% | $4,696-83.6% | $2,342-67.2% |
| Participant deferral / active EE | $4,776 | $5,051-5.4% | $6,247-23.5% | $3,332+43.4% |
| Admin fee / account holder | $6,134 | $5,420+13.2% | $9,244-33.6% | $4,645+32.0% |