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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 | $84,993 | $85,766-0.9% | $136,298-37.6% | $70,126+21.2% |
| Participation rate | 98.7% | 74.2%+24.5pp | 81.9%+16.7pp | 69.5%+29.1pp |
| Annual return | 15.38% | 31.46%-16.1pp | 5156.27%-5140.9pp | 73.15%-57.8pp |
| Employer contribution / active EE | $697 | $2,966-76.5% | $4,696-85.2% | $2,343-70.2% |
| Participant deferral / active EE | $4,895 | $5,051-3.1% | $6,247-21.6% | $3,332+46.9% |
| Admin fee / account holder | $6,436 | $5,421+18.7% | $9,244-30.4% | $4,645+38.5% |