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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 | $80,212 | $85,766-6.5% | $136,298-41.1% | $70,126+14.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 19.95% | 31.46%-11.5pp | 5156.27%-5136.3pp | 73.15%-53.2pp |
| Employer contribution / active EE | $1,181 | $2,966-60.2% | $4,696-74.8% | $2,343-49.6% |
| Participant deferral / active EE | $6,474 | $5,051+28.2% | $6,247+3.6% | $3,332+94.3% |
| Admin fee / account holder | $2,456 | $5,421-54.7% | $9,244-73.4% | $4,645-47.1% |