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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 | $74,283 | $85,766-13.4% | $136,295-45.5% | $70,131+5.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.73% | 31.45%-15.7pp | 5155.97%-5140.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $3,378 | $2,966+13.9% | $4,695-28.1% | $2,342+44.2% |
| Participant deferral / active EE | $5,407 | $5,051+7.0% | $6,247-13.4% | $3,332+62.3% |
| Admin fee / account holder | $2,415 | $5,420-55.5% | $9,243-73.9% | $4,645-48.0% |