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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 | $74,526 | $85,766-13.1% | $136,298-45.3% | $70,126+6.3% |
| Participation rate | 93.1% | 74.2%+18.9pp | 81.9%+11.2pp | 69.5%+23.6pp |
| Annual return | 18.23% | 31.46%-13.2pp | 5156.27%-5138.0pp | 73.15%-54.9pp |
| Employer contribution / active EE | $3,926 | $2,966+32.4% | $4,696-16.4% | $2,343+67.6% |
| Participant deferral / active EE | $8,575 | $5,051+69.7% | $6,247+37.3% | $3,332+157.4% |
| Admin fee / account holder | $3,409 | $5,421-37.1% | $9,244-63.1% | $4,645-26.6% |