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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 | $28,734 | $85,766-66.5% | $136,298-78.9% | $70,126-59.0% |
| Participation rate | 97.7% | 74.2%+23.6pp | 81.9%+15.8pp | 69.5%+28.2pp |
| Annual return | 19.27% | 31.46%-12.2pp | 5156.27%-5137.0pp | 73.15%-53.9pp |
| Employer contribution / active EE | $3,305 | $2,966+11.4% | $4,696-29.6% | $2,343+41.1% |
| Participant deferral / active EE | $7,233 | $5,051+43.2% | $6,247+15.8% | $3,332+117.1% |
| Admin fee / account holder | $4,491 | $5,421-17.2% | $9,244-51.4% | $4,645-3.3% |