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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 | $59,295 | $85,766-30.9% | $136,298-56.5% | $70,126-15.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 17.22% | 31.46%-14.2pp | 5156.27%-5139.0pp | 73.15%-55.9pp |
| Employer contribution / active EE | $4,721 | $2,966+59.2% | $4,696+0.5% | $2,343+101.5% |
| Participant deferral / active EE | $5,299 | $5,051+4.9% | $6,247-15.2% | $3,332+59.0% |
| Admin fee / account holder | $4,292 | $5,421-20.8% | $9,244-53.6% | $4,645-7.6% |