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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 | $84,180 | $85,766-1.8% | $136,298-38.2% | $70,126+20.0% |
| Participation rate | 89.7% | 74.2%+15.5pp | 81.9%+7.7pp | 69.5%+20.1pp |
| Annual return | 20.62% | 31.46%-10.8pp | 5156.27%-5135.6pp | 73.15%-52.5pp |
| Employer contribution / active EE | $6,737 | $2,966+127.1% | $4,696+43.5% | $2,343+187.6% |
| Participant deferral / active EE | $7,085 | $5,051+40.3% | $6,247+13.4% | $3,332+112.6% |
| Admin fee / account holder | $1,436 | $5,421-73.5% | $9,244-84.5% | $4,645-69.1% |