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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 | $97,555 | $85,766+13.7% | $136,298-28.4% | $70,126+39.1% |
| Participation rate | 83.8% | 74.2%+9.6pp | 81.9%+1.9pp | 69.5%+14.2pp |
| Annual return | 14.80% | 31.46%-16.7pp | 5156.27%-5141.5pp | 73.15%-58.3pp |
| Employer contribution / active EE | $2,003 | $2,966-32.5% | $4,696-57.3% | $2,343-14.5% |
| Participant deferral / active EE | $2,481 | $5,051-50.9% | $6,247-60.3% | $3,332-25.5% |
| Admin fee / account holder | $4,098 | $5,421-24.4% | $9,244-55.7% | $4,645-11.8% |