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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 | $90,827 | $85,766+5.9% | $136,297-33.4% | $70,124+29.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 26.23% | 31.45%-5.2pp | 5156.19%-5130.0pp | 73.14%-46.9pp |
| Employer contribution / active EE | $2,352 | $2,966-20.7% | $4,696-49.9% | $2,342+0.4% |
| Participant deferral / active EE | $4,987 | $5,051-1.3% | $6,247-20.2% | $3,332+49.7% |
| Admin fee / account holder | $1,210 | $5,420-77.7% | $9,244-86.9% | $4,645-74.0% |