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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 | $75,125 | $85,766-12.4% | $136,298-44.9% | $70,126+7.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.01% | 31.46%-13.4pp | 5156.27%-5138.3pp | 73.15%-55.1pp |
| Employer contribution / active EE | $2,016 | $2,966-32.0% | $4,696-57.1% | $2,343-13.9% |
| Participant deferral / active EE | $5,897 | $5,051+16.7% | $6,247-5.6% | $3,332+77.0% |
| Admin fee / account holder | $325 | $5,421-94.0% | $9,244-96.5% | $4,645-93.0% |