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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 | $88,022 | $85,766+2.6% | $136,298-35.4% | $70,126+25.5% |
| Participation rate | 96.6% | 74.2%+22.4pp | 81.9%+14.6pp | 69.5%+27.0pp |
| Annual return | 16.55% | 31.46%-14.9pp | 5156.27%-5139.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,144 | $2,966-61.4% | $4,696-75.6% | $2,343-51.2% |
| Participant deferral / active EE | $4,449 | $5,051-11.9% | $6,247-28.8% | $3,332+33.5% |
| Admin fee / account holder | $3,726 | $5,421-31.3% | $9,244-59.7% | $4,645-19.8% |