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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 | $81,520 | $85,766-5.0% | $136,298-40.2% | $70,126+16.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.35% | 31.46%-14.1pp | 5156.27%-5138.9pp | 73.15%-55.8pp |
| Employer contribution / active EE | $5,694 | $2,966+92.0% | $4,696+21.3% | $2,343+143.1% |
| Participant deferral / active EE | $4,947 | $5,051-2.1% | $6,247-20.8% | $3,332+48.5% |
| Admin fee / account holder | $409 | $5,421-92.4% | $9,244-95.6% | $4,645-91.2% |