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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 | $77,426 | $85,766-9.7% | $136,298-43.2% | $70,126+10.4% |
| Participation rate | 89.2% | 74.2%+15.1pp | 81.9%+7.3pp | 69.5%+19.7pp |
| Annual return | 19.52% | 31.46%-11.9pp | 5156.27%-5136.7pp | 73.15%-53.6pp |
| Employer contribution / active EE | $2,315 | $2,966-22.0% | $4,696-50.7% | $2,343-1.2% |
| Participant deferral / active EE | $5,788 | $5,051+14.6% | $6,247-7.3% | $3,332+73.7% |
| Admin fee / account holder | $6,556 | $5,421+20.9% | $9,244-29.1% | $4,645+41.1% |