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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 | $53,442 | $85,766-37.7% | $136,298-60.8% | $70,126-23.8% |
| Participation rate | 97.1% | 74.2%+22.9pp | 81.9%+15.1pp | 69.5%+27.5pp |
| Annual return | 16.43% | 31.46%-15.0pp | 5156.27%-5139.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $2,133 | $2,966-28.1% | $4,696-54.6% | $2,343-8.9% |
| Participant deferral / active EE | $3,988 | $5,051-21.0% | $6,247-36.2% | $3,332+19.7% |
| Admin fee / account holder | $6,760 | $5,421+24.7% | $9,244-26.9% | $4,645+45.5% |