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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 | $65,027 | $85,766-24.2% | $136,297-52.3% | $70,124-7.3% |
| Participation rate | 81.8% | 74.2%+7.7pp | 81.9%-0.1pp | 69.5%+12.3pp |
| Annual return | 18.10% | 31.45%-13.4pp | 5156.19%-5138.1pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,705 | $2,966-42.5% | $4,696-63.7% | $2,342-27.2% |
| Participant deferral / active EE | $4,907 | $5,051-2.9% | $6,247-21.5% | $3,332+47.3% |
| Admin fee / account holder | $1,583 | $5,420-70.8% | $9,244-82.9% | $4,645-65.9% |