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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 | $56,341 | $85,766-34.3% | $136,298-58.7% | $70,126-19.7% |
| Participation rate | 75.8% | 74.2%+1.6pp | 81.9%-6.2pp | 69.5%+6.2pp |
| Annual return | 21.50% | 31.46%-10.0pp | 5156.27%-5134.8pp | 73.15%-51.6pp |
| Employer contribution / active EE | $795 | $2,966-73.2% | $4,696-83.1% | $2,343-66.1% |
| Participant deferral / active EE | $4,021 | $5,051-20.4% | $6,247-35.6% | $3,332+20.7% |
| Admin fee / account holder | $825 | $5,421-84.8% | $9,244-91.1% | $4,645-82.2% |