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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 | $92,254 | $85,766+7.6% | $136,298-32.3% | $70,126+31.6% |
| Participation rate | 89.6% | 74.2%+15.5pp | 81.9%+7.7pp | 69.5%+20.1pp |
| Annual return | 16.52% | 31.46%-14.9pp | 5156.27%-5139.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,488 | $2,966-49.8% | $4,696-68.3% | $2,343-36.5% |
| Participant deferral / active EE | $3,457 | $5,051-31.6% | $6,247-44.7% | $3,332+3.8% |
| Admin fee / account holder | $2,894 | $5,421-46.6% | $9,244-68.7% | $4,645-37.7% |