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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 | $42,590 | $85,766-50.3% | $136,297-68.8% | $70,131-39.3% |
| Participation rate | 79.4% | 74.2%+5.3pp | 81.9%-2.5pp | 69.5%+9.9pp |
| Annual return | 14.81% | 31.45%-16.6pp | 5156.16%-5141.3pp | 73.14%-58.3pp |
| Employer contribution / active EE | $2,930 | $2,966-1.2% | $4,696-37.6% | $2,342+25.1% |
| Participant deferral / active EE | $9,105 | $5,051+80.3% | $6,247+45.7% | $3,332+173.3% |
| Admin fee / account holder | $10,073 | $5,420+85.8% | $9,244+9.0% | $4,645+116.8% |