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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 | $76,238 | $85,766-11.1% | $136,298-44.1% | $70,126+8.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.85% | 31.46%-13.6pp | 5156.27%-5138.4pp | 73.15%-55.3pp |
| Employer contribution / active EE | $4,308 | $2,966+45.3% | $4,696-8.2% | $2,343+83.9% |
| Participant deferral / active EE | $6,293 | $5,051+24.6% | $6,247+0.7% | $3,332+88.9% |
| Admin fee / account holder | $2,128 | $5,421-60.7% | $9,244-77.0% | $4,645-54.2% |