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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 | $88,636 | $85,766+3.3% | $136,298-35.0% | $70,126+26.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.54% | 31.46%-12.9pp | 5156.27%-5137.7pp | 73.15%-54.6pp |
| Employer contribution / active EE | $2,998 | $2,966+1.1% | $4,696-36.1% | $2,343+28.0% |
| Participant deferral / active EE | $7,285 | $5,051+44.2% | $6,247+16.6% | $3,332+118.7% |
| Admin fee / account holder | $1,454 | $5,421-73.2% | $9,244-84.3% | $4,645-68.7% |