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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 | $83,462 | $85,766-2.7% | $136,298-38.8% | $70,126+19.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.40% | 31.46%-15.1pp | 5156.27%-5139.9pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,871 | $2,966-36.9% | $4,696-60.1% | $2,343-20.1% |
| Participant deferral / active EE | $6,446 | $5,051+27.6% | $6,247+3.2% | $3,332+93.5% |
| Admin fee / account holder | $6,414 | $5,421+18.3% | $9,244-30.6% | $4,645+38.1% |