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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 | $79,351 | $85,766-7.5% | $136,298-41.8% | $70,126+13.2% |
| Participation rate | 88.0% | 74.2%+13.8pp | 81.9%+6.1pp | 69.5%+18.5pp |
| Annual return | 18.29% | 31.46%-13.2pp | 5156.27%-5138.0pp | 73.15%-54.9pp |
| Employer contribution / active EE | $1,009 | $2,966-66.0% | $4,696-78.5% | $2,343-56.9% |
| Participant deferral / active EE | $9,232 | $5,051+82.8% | $6,247+47.8% | $3,332+177.1% |
| Admin fee / account holder | $3,938 | $5,421-27.4% | $9,244-57.4% | $4,645-15.2% |