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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 | $47,030 | $58,726-19.9% | $142,898-67.1% | $85,847-45.2% |
| Participation rate | 88.4% | 58.5%+29.9pp | 72.0%+16.5pp | 69.3%+19.1pp |
| Annual return | 19.42% | 27.73%-8.3pp | 5639.64%-5620.2pp | 318.61%-299.2pp |
| Employer contribution / active EE | $1,588 | $1,424+11.5% | $4,146-61.7% | $2,565-38.1% |
| Participant deferral / active EE | $3,279 | $2,609+25.7% | $3,838-14.6% | $3,952-17.0% |
| Admin fee / account holder | $7,724 | $4,234+82.4% | $6,560+17.7% | $6,261+23.4% |