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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 | $31,957 | $85,766-62.7% | $136,298-76.6% | $70,126-54.4% |
| Participation rate | 81.8% | 74.2%+7.7pp | 81.9%-0.1pp | 69.5%+12.3pp |
| Annual return | 26.02% | 31.46%-5.4pp | 5156.27%-5130.3pp | 73.15%-47.1pp |
| Employer contribution / active EE | $2,042 | $2,966-31.1% | $4,696-56.5% | $2,343-12.8% |
| Participant deferral / active EE | $4,189 | $5,051-17.1% | $6,247-32.9% | $3,332+25.7% |
| Admin fee / account holder | $746 | $5,421-86.2% | $9,244-91.9% | $4,645-83.9% |