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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 | $92,505 | $85,766+7.9% | $136,298-32.1% | $70,126+31.9% |
| Participation rate | 94.6% | 74.2%+20.5pp | 81.9%+12.7pp | 69.5%+25.1pp |
| Annual return | 17.09% | 31.46%-14.4pp | 5156.27%-5139.2pp | 73.15%-56.1pp |
| Employer contribution / active EE | $2,067 | $2,966-30.3% | $4,696-56.0% | $2,343-11.8% |
| Participant deferral / active EE | $5,412 | $5,051+7.1% | $6,247-13.4% | $3,332+62.4% |
| Admin fee / account holder | $561 | $5,421-89.7% | $9,244-93.9% | $4,645-87.9% |