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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 | $77,612 | $85,766-9.5% | $136,298-43.1% | $70,126+10.7% |
| Participation rate | 98.0% | 74.2%+23.9pp | 81.9%+16.1pp | 69.5%+28.5pp |
| Annual return | 19.13% | 31.46%-12.3pp | 5156.27%-5137.1pp | 73.15%-54.0pp |
| Employer contribution / active EE | $2,747 | $2,966-7.4% | $4,696-41.5% | $2,343+17.3% |
| Participant deferral / active EE | $3,130 | $5,051-38.0% | $6,247-49.9% | $3,332-6.0% |
| Admin fee / account holder | $2,523 | $5,421-53.5% | $9,244-72.7% | $4,645-45.7% |