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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 | $44,852 | $85,766-47.7% | $136,298-67.1% | $70,126-36.0% |
| Participation rate | 97.1% | 74.2%+22.9pp | 81.9%+15.1pp | 69.5%+27.5pp |
| Annual return | 25.56% | 31.46%-5.9pp | 5156.27%-5130.7pp | 73.15%-47.6pp |
| Employer contribution / active EE | $8,989 | $2,966+203.1% | $4,696+91.4% | $2,343+283.8% |
| Participant deferral / active EE | $6,244 | $5,051+23.6% | $6,247-0.1% | $3,332+87.4% |
| Admin fee / account holder | $374 | $5,421-93.1% | $9,244-95.9% | $4,645-91.9% |