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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 | $93,720 | $85,766+9.3% | $136,298-31.2% | $70,126+33.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.32% | 31.46%-16.1pp | 5156.27%-5140.9pp | 73.15%-57.8pp |
| Employer contribution / active EE | $2,583 | $2,966-12.9% | $4,696-45.0% | $2,343+10.3% |
| Participant deferral / active EE | $5,597 | $5,051+10.8% | $6,247-10.4% | $3,332+68.0% |
| Admin fee / account holder | $1,916 | $5,421-64.6% | $9,244-79.3% | $4,645-58.7% |