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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 | $109,819 | $100,060+9.8% | $149,721-26.7% | $70,126+56.6% |
| Participation rate | 78.2% | 83.6%-5.4pp | 87.1%-8.9pp | 69.5%+8.6pp |
| Annual return | 14.83% | 27.46%-12.6pp | 1501.67%-1486.8pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,278 | $3,661-65.1% | $5,444-76.5% | $2,343-45.5% |
| Participant deferral / active EE | $7,793 | $4,982+56.4% | $6,568+18.6% | $3,332+133.9% |
| Admin fee / account holder | $1,137 | $8,285-86.3% | $11,282-89.9% | $4,645-75.5% |