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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 | $90,583 | $85,766+5.6% | $136,298-33.5% | $70,126+29.2% |
| Participation rate | 97.2% | 74.2%+23.1pp | 81.9%+15.3pp | 69.5%+27.7pp |
| Annual return | 17.39% | 31.46%-14.1pp | 5156.27%-5138.9pp | 73.15%-55.8pp |
| Employer contribution / active EE | $1,507 | $2,966-49.2% | $4,696-67.9% | $2,343-35.7% |
| Participant deferral / active EE | $5,381 | $5,051+6.5% | $6,247-13.9% | $3,332+61.5% |
| Admin fee / account holder | $2,533 | $5,421-53.3% | $9,244-72.6% | $4,645-45.5% |