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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 | $82,028 | $85,766-4.4% | $136,298-39.8% | $70,126+17.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.09% | 31.46%-13.4pp | 5156.27%-5138.2pp | 73.15%-55.1pp |
| Employer contribution / active EE | $3,732 | $2,966+25.8% | $4,696-20.5% | $2,343+59.3% |
| Participant deferral / active EE | $6,737 | $5,051+33.4% | $6,247+7.8% | $3,332+102.2% |
| Admin fee / account holder | $1,501 | $5,421-72.3% | $9,244-83.8% | $4,645-67.7% |