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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 | $82,951 | $85,766-3.3% | $136,298-39.1% | $70,126+18.3% |
| Participation rate | 86.1% | 74.2%+12.0pp | 81.9%+4.2pp | 69.5%+16.6pp |
| Annual return | 17.64% | 31.46%-13.8pp | 5156.27%-5138.6pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,948 | $2,966-34.3% | $4,696-58.5% | $2,343-16.9% |
| Participant deferral / active EE | $5,293 | $5,051+4.8% | $6,247-15.3% | $3,332+58.9% |
| Admin fee / account holder | $5,905 | $5,421+8.9% | $9,244-36.1% | $4,645+27.1% |