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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 | $74,226 | $85,766-13.5% | $136,298-45.5% | $70,126+5.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.23% | 31.46%-16.2pp | 5156.27%-5141.0pp | 73.15%-57.9pp |
| Employer contribution / active EE | $2,792 | $2,966-5.9% | $4,696-40.5% | $2,343+19.2% |
| Participant deferral / active EE | $4,833 | $5,051-4.3% | $6,247-22.6% | $3,332+45.0% |
| Admin fee / account holder | $3,091 | $5,421-43.0% | $9,244-66.6% | $4,645-33.5% |