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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 | $77,308 | $65,440+18.1% | $98,506-21.5% | $85,851-10.0% |
| Participation rate | 90.0% | 65.0%+25.0pp | 73.3%+16.7pp | 69.3%+20.7pp |
| Annual return | 18.84% | 21.75%-2.9pp | 1494.92%-1476.1pp | 318.63%-299.8pp |
| Employer contribution / active EE | $556 | $2,169-74.4% | $2,961-81.2% | $2,565-78.3% |
| Participant deferral / active EE | $3,179 | $3,168+0.4% | $4,277-25.7% | $3,952-19.6% |
| Admin fee / account holder | $2,863 | $4,596-37.7% | $5,955-51.9% | $6,261-54.3% |