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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 | $100,698 | $85,766+17.4% | $136,298-26.1% | $70,126+43.6% |
| Participation rate | 96.6% | 74.2%+22.4pp | 81.9%+14.6pp | 69.5%+27.0pp |
| Annual return | 18.47% | 31.46%-13.0pp | 5156.27%-5137.8pp | 73.15%-54.7pp |
| Employer contribution / active EE | $1,395 | $2,966-53.0% | $4,696-70.3% | $2,343-40.5% |
| Participant deferral / active EE | $3,853 | $5,051-23.7% | $6,247-38.3% | $3,332+15.6% |
| Admin fee / account holder | $816 | $5,421-84.9% | $9,244-91.2% | $4,645-82.4% |