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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 | $39,927 | $85,766-53.4% | $136,298-70.7% | $70,126-43.1% |
| Participation rate | 96.2% | 74.2%+22.1pp | 81.9%+14.3pp | 69.5%+26.7pp |
| Annual return | 16.47% | 31.46%-15.0pp | 5156.27%-5139.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $3,432 | $2,966+15.7% | $4,696-26.9% | $2,343+46.5% |
| Participant deferral / active EE | $5,131 | $5,051+1.6% | $6,247-17.9% | $3,332+54.0% |
| Admin fee / account holder | $3,670 | $5,421-32.3% | $9,244-60.3% | $4,645-21.0% |