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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 | $75,084 | $100,060-25.0% | $149,721-49.9% | $70,126+7.1% |
| Participation rate | 95.3% | 83.6%+11.7pp | 87.1%+8.2pp | 69.5%+25.8pp |
| Annual return | 17.10% | 27.46%-10.4pp | 1501.67%-1484.6pp | 73.15%-56.1pp |
| Employer contribution / active EE | $1,785 | $3,661-51.2% | $5,444-67.2% | $2,343-23.8% |
| Participant deferral / active EE | $4,882 | $4,982-2.0% | $6,568-25.7% | $3,332+46.5% |
| Admin fee / account holder | $726 | $8,285-91.2% | $11,282-93.6% | $4,645-84.4% |