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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 | $68,761 | $85,766-19.8% | $136,298-49.6% | $70,126-1.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 22.50% | 31.46%-9.0pp | 5156.27%-5133.8pp | 73.15%-50.7pp |
| Employer contribution / active EE | $2,825 | $2,966-4.7% | $4,696-39.8% | $2,343+20.6% |
| Participant deferral / active EE | $5,420 | $5,051+7.3% | $6,247-13.2% | $3,332+62.7% |
| Admin fee / account holder | $792 | $5,421-85.4% | $9,244-91.4% | $4,645-82.9% |