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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 | $42,032 | $85,766-51.0% | $136,298-69.2% | $70,126-40.1% |
| Participation rate | 94.8% | 74.2%+20.7pp | 81.9%+12.9pp | 69.5%+25.3pp |
| Annual return | 16.25% | 31.46%-15.2pp | 5156.27%-5140.0pp | 73.15%-56.9pp |
| Employer contribution / active EE | $3,100 | $2,966+4.5% | $4,696-34.0% | $2,343+32.3% |
| Participant deferral / active EE | $2,714 | $5,051-46.3% | $6,247-56.6% | $3,332-18.5% |
| Admin fee / account holder | $1,033 | $5,421-81.0% | $9,244-88.8% | $4,645-77.8% |