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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 | $75,205 | $85,766-12.3% | $136,298-44.8% | $70,126+7.2% |
| Participation rate | 94.2% | 74.2%+20.0pp | 81.9%+12.3pp | 69.5%+24.7pp |
| Annual return | 17.16% | 31.46%-14.3pp | 5156.27%-5139.1pp | 73.15%-56.0pp |
| Employer contribution / active EE | $1,433 | $2,966-51.7% | $4,696-69.5% | $2,343-38.8% |
| Participant deferral / active EE | $6,839 | $5,051+35.4% | $6,247+9.5% | $3,332+105.3% |
| Admin fee / account holder | $10,299 | $5,421+90.0% | $9,244+11.4% | $4,645+121.7% |