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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 | $66,193 | $85,766-22.8% | $136,298-51.4% | $70,126-5.6% |
| Participation rate | 98.1% | 74.2%+24.0pp | 81.9%+16.2pp | 69.5%+28.6pp |
| Annual return | 17.01% | 31.46%-14.4pp | 5156.27%-5139.3pp | 73.15%-56.1pp |
| Employer contribution / active EE | $6,674 | $2,966+125.0% | $4,696+42.1% | $2,343+184.9% |
| Participant deferral / active EE | $4,250 | $5,051-15.9% | $6,247-32.0% | $3,332+27.5% |
| Admin fee / account holder | $6,901 | $5,421+27.3% | $9,244-25.3% | $4,645+48.6% |