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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 | $31,333 | $85,766-63.5% | $136,298-77.0% | $70,126-55.3% |
| Participation rate | 83.9% | 74.2%+9.7pp | 81.9%+1.9pp | 69.5%+14.3pp |
| Annual return | 24.81% | 31.46%-6.6pp | 5156.27%-5131.5pp | 73.15%-48.3pp |
| Employer contribution / active EE | $2,319 | $2,966-21.8% | $4,696-50.6% | $2,343-1.0% |
| Participant deferral / active EE | $6,937 | $5,051+37.3% | $6,247+11.0% | $3,332+108.2% |
| Admin fee / account holder | $1,637 | $5,421-69.8% | $9,244-82.3% | $4,645-64.8% |