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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 | $77,847 | $85,766-9.2% | $136,298-42.9% | $70,126+11.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.69% | 31.46%-15.8pp | 5156.27%-5140.6pp | 73.15%-57.5pp |
| Employer contribution / active EE | $1,781 | $2,966-40.0% | $4,696-62.1% | $2,343-24.0% |
| Participant deferral / active EE | $6,754 | $5,051+33.7% | $6,247+8.1% | $3,332+102.7% |
| Admin fee / account holder | $3,028 | $5,421-44.1% | $9,244-67.2% | $4,645-34.8% |