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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 | $82,861 | $85,766-3.4% | $136,298-39.2% | $70,126+18.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.69% | 31.46%-14.8pp | 5156.27%-5139.6pp | 73.15%-56.5pp |
| Employer contribution / active EE | $2,487 | $2,966-16.2% | $4,696-47.0% | $2,343+6.2% |
| Participant deferral / active EE | $6,939 | $5,051+37.4% | $6,247+11.1% | $3,332+108.3% |
| Admin fee / account holder | $2,928 | $5,421-46.0% | $9,244-68.3% | $4,645-37.0% |