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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 | $68,959 | $85,766-19.6% | $136,298-49.4% | $70,126-1.7% |
| Participation rate | 97.8% | 74.2%+23.7pp | 81.9%+15.9pp | 69.5%+28.3pp |
| Annual return | 15.14% | 31.46%-16.3pp | 5156.27%-5141.1pp | 73.15%-58.0pp |
| Employer contribution / active EE | $1,582 | $2,966-46.6% | $4,696-66.3% | $2,343-32.4% |
| Participant deferral / active EE | $5,395 | $5,051+6.8% | $6,247-13.6% | $3,332+61.9% |
| Admin fee / account holder | $7,012 | $5,421+29.4% | $9,244-24.1% | $4,645+50.9% |