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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 | $64,141 | $85,766-25.2% | $136,298-52.9% | $70,126-8.5% |
| Participation rate | 83.1% | 74.2%+8.9pp | 81.9%+1.1pp | 69.5%+13.5pp |
| Annual return | 17.00% | 31.46%-14.5pp | 5156.27%-5139.3pp | 73.15%-56.1pp |
| Employer contribution / active EE | $1,863 | $2,966-37.2% | $4,696-60.3% | $2,343-20.5% |
| Participant deferral / active EE | $3,671 | $5,051-27.3% | $6,247-41.2% | $3,332+10.2% |
| Admin fee / account holder | $7,128 | $5,421+31.5% | $9,244-22.9% | $4,645+53.4% |