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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 | $81,884 | $85,766-4.5% | $136,298-39.9% | $70,126+16.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.97% | 31.46%-10.5pp | 5156.27%-5135.3pp | 73.15%-52.2pp |
| Employer contribution / active EE | $1,909 | $2,966-35.6% | $4,696-59.3% | $2,343-18.5% |
| Participant deferral / active EE | $5,513 | $5,051+9.1% | $6,247-11.7% | $3,332+65.5% |
| Admin fee / account holder | $1,209 | $5,421-77.7% | $9,244-86.9% | $4,645-74.0% |