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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 | $93,023 | $85,766+8.5% | $136,298-31.8% | $70,126+32.7% |
| Participation rate | 71.0% | 74.2%-3.2pp | 81.9%-11.0pp | 69.5%+1.4pp |
| Annual return | 17.32% | 31.46%-14.1pp | 5156.27%-5138.9pp | 73.15%-55.8pp |
| Employer contribution / active EE | $1,385 | $2,966-53.3% | $4,696-70.5% | $2,343-40.9% |
| Participant deferral / active EE | $8,431 | $5,051+66.9% | $6,247+35.0% | $3,332+153.1% |
| Admin fee / account holder | $6,737 | $5,421+24.3% | $9,244-27.1% | $4,645+45.0% |