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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 | $78,897 | $85,766-8.0% | $136,298-42.1% | $70,126+12.5% |
| Participation rate | 85.7% | 74.2%+11.6pp | 81.9%+3.8pp | 69.5%+16.2pp |
| Annual return | 18.34% | 31.46%-13.1pp | 5156.27%-5137.9pp | 73.15%-54.8pp |
| Employer contribution / active EE | $947 | $2,966-68.1% | $4,696-79.8% | $2,343-59.6% |
| Participant deferral / active EE | $8,049 | $5,051+59.3% | $6,247+28.8% | $3,332+141.6% |
| Admin fee / account holder | $1,469 | $5,421-72.9% | $9,244-84.1% | $4,645-68.4% |