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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 | $29,691 | $85,766-65.4% | $136,298-78.2% | $70,126-57.7% |
| Participation rate | 96.6% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 19.35% | 31.46%-12.1pp | 5156.27%-5136.9pp | 73.15%-53.8pp |
| Employer contribution / active EE | $4,161 | $2,966+40.3% | $4,696-11.4% | $2,343+77.6% |
| Participant deferral / active EE | $6,883 | $5,051+36.3% | $6,247+10.2% | $3,332+106.6% |
| Admin fee / account holder | $4,067 | $5,421-25.0% | $9,244-56.0% | $4,645-12.5% |