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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 | $76,778 | $51,642+48.7% | $129,384-40.7% | $80,935-5.1% |
| Participation rate | 97.3% | 56.9%+40.4pp | 69.6%+27.7pp | 67.7%+29.6pp |
| Annual return | 11.91% | 20.78%-8.9pp | 9461.77%-9449.9pp | 35.66%-23.8pp |
| Employer contribution / active EE | $2,454 | $1,583+55.0% | $4,153-40.9% | $2,757-11.0% |
| Participant deferral / active EE | $5,138 | $2,670+92.5% | $4,166+23.3% | $4,299+19.5% |
| Admin fee / account holder | $523 | $4,312-87.9% | $7,686-93.2% | $6,924-92.4% |