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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 | $83,118 | $85,766-3.1% | $136,298-39.0% | $70,126+18.5% |
| Participation rate | 93.3% | 74.2%+19.2pp | 81.9%+11.4pp | 69.5%+23.8pp |
| Annual return | 14.80% | 31.46%-16.7pp | 5156.27%-5141.5pp | 73.15%-58.3pp |
| Employer contribution / active EE | $3,028 | $2,966+2.1% | $4,696-35.5% | $2,343+29.3% |
| Participant deferral / active EE | $4,026 | $5,051-20.3% | $6,247-35.6% | $3,332+20.8% |
| Admin fee / account holder | $7,246 | $5,421+33.7% | $9,244-21.6% | $4,645+56.0% |