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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 | $80,495 | $85,766-6.1% | $136,295-40.9% | $70,131+14.8% |
| Participation rate | 95.4% | 74.2%+21.2pp | 81.9%+13.5pp | 69.5%+25.8pp |
| Annual return | 15.45% | 31.45%-16.0pp | 5155.97%-5140.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,408 | $2,966-52.5% | $4,695-70.0% | $2,342-39.9% |
| Participant deferral / active EE | $6,115 | $5,051+21.1% | $6,247-2.1% | $3,332+83.5% |
| Admin fee / account holder | $1,878 | $5,420-65.4% | $9,243-79.7% | $4,645-59.6% |