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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 | $79,312 | $85,766-7.5% | $136,298-41.8% | $70,126+13.1% |
| Participation rate | 97.5% | 74.2%+23.3pp | 81.9%+15.6pp | 69.5%+28.0pp |
| Annual return | 16.55% | 31.46%-14.9pp | 5156.27%-5139.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $5,130 | $2,966+73.0% | $4,696+9.3% | $2,343+119.0% |
| Participant deferral / active EE | $6,233 | $5,051+23.4% | $6,247-0.2% | $3,332+87.1% |
| Admin fee / account holder | $455 | $5,421-91.6% | $9,244-95.1% | $4,645-90.2% |