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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 | $54,662 | $85,766-36.3% | $136,298-59.9% | $70,126-22.1% |
| Participation rate | 97.7% | 74.2%+23.5pp | 81.9%+15.8pp | 69.5%+28.1pp |
| Annual return | 19.72% | 31.46%-11.7pp | 5156.27%-5136.5pp | 73.15%-53.4pp |
| Employer contribution / active EE | $2,808 | $2,966-5.3% | $4,696-40.2% | $2,343+19.9% |
| Participant deferral / active EE | $6,369 | $5,051+26.1% | $6,247+2.0% | $3,332+91.2% |
| Admin fee / account holder | $14,472 | $5,421+167.0% | $9,244+56.6% | $4,645+211.5% |