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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 | $85,246 | $85,766-0.6% | $136,298-37.5% | $70,126+21.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.05% | 31.46%-14.4pp | 5156.27%-5139.2pp | 73.15%-56.1pp |
| Employer contribution / active EE | $1,801 | $2,966-39.3% | $4,696-61.7% | $2,343-23.1% |
| Participant deferral / active EE | $4,750 | $5,051-6.0% | $6,247-24.0% | $3,332+42.6% |
| Admin fee / account holder | $3,177 | $5,421-41.4% | $9,244-65.6% | $4,645-31.6% |