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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 | $85,228 | $85,766-0.6% | $136,298-37.5% | $70,126+21.5% |
| Participation rate | 94.1% | 74.2%+20.0pp | 81.9%+12.2pp | 69.5%+24.6pp |
| Annual return | 15.32% | 31.46%-16.1pp | 5156.27%-5140.9pp | 73.15%-57.8pp |
| Employer contribution / active EE | $2,685 | $2,966-9.5% | $4,696-42.8% | $2,343+14.6% |
| Participant deferral / active EE | $8,448 | $5,051+67.2% | $6,247+35.2% | $3,332+153.6% |
| Admin fee / account holder | $4,492 | $5,421-17.1% | $9,244-51.4% | $4,645-3.3% |