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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 | $47,979 | $58,714-18.3% | $142,874-66.4% | $85,856-44.1% |
| Participation rate | 84.4% | 58.5%+25.9pp | 72.0%+12.4pp | 69.3%+15.1pp |
| Annual return | 18.18% | 27.73%-9.5pp | 5638.58%-5620.4pp | 318.58%-300.4pp |
| Employer contribution / active EE | $5,452 | $1,423+283.1% | $4,145+31.5% | $2,565+112.5% |
| Participant deferral / active EE | $11,375 | $2,608+336.1% | $3,838+196.4% | $3,952+187.8% |
| Admin fee / account holder | $7,652 | $4,241+80.4% | $6,561+16.6% | $6,261+22.2% |