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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 | $74,605 | $85,766-13.0% | $136,298-45.3% | $70,126+6.4% |
| Participation rate | 98.4% | 74.2%+24.3pp | 81.9%+16.5pp | 69.5%+28.9pp |
| Annual return | 15.78% | 31.46%-15.7pp | 5156.27%-5140.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $3,780 | $2,966+27.5% | $4,696-19.5% | $2,343+61.4% |
| Participant deferral / active EE | $3,732 | $5,051-26.1% | $6,247-40.3% | $3,332+12.0% |
| Admin fee / account holder | $584 | $5,421-89.2% | $9,244-93.7% | $4,645-87.4% |