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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 | $85,398 | $85,766-0.4% | $136,298-37.3% | $70,126+21.8% |
| Participation rate | 80.9% | 74.2%+6.7pp | 81.9%-1.0pp | 69.5%+11.3pp |
| Annual return | 15.82% | 31.46%-15.6pp | 5156.27%-5140.4pp | 73.15%-57.3pp |
| Employer contribution / active EE | $1,476 | $2,966-50.2% | $4,696-68.6% | $2,343-37.0% |
| Participant deferral / active EE | $5,882 | $5,051+16.5% | $6,247-5.8% | $3,332+76.6% |
| Admin fee / account holder | $6,437 | $5,421+18.7% | $9,244-30.4% | $4,645+38.6% |