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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 | $88,863 | $85,766+3.6% | $136,298-34.8% | $70,126+26.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.03% | 31.46%-15.4pp | 5156.27%-5140.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $6,219 | $2,966+109.7% | $4,696+32.4% | $2,343+165.5% |
| Participant deferral / active EE | $4,984 | $5,051-1.3% | $6,247-20.2% | $3,332+49.6% |
| Admin fee / account holder | $2,489 | $5,421-54.1% | $9,244-73.1% | $4,645-46.4% |