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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 | $57,932 | $85,766-32.5% | $136,298-57.5% | $70,126-17.4% |
| Participation rate | 88.2% | 74.2%+14.1pp | 81.9%+6.3pp | 69.5%+18.7pp |
| Annual return | 18.30% | 31.46%-13.2pp | 5156.27%-5138.0pp | 73.15%-54.9pp |
| Employer contribution / active EE | $4,224 | $2,966+42.4% | $4,696-10.1% | $2,343+80.3% |
| Participant deferral / active EE | $3,224 | $5,051-36.2% | $6,247-48.4% | $3,332-3.2% |
| Admin fee / account holder | $434 | $5,421-92.0% | $9,244-95.3% | $4,645-90.7% |