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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 | $83,335 | $85,766-2.8% | $136,298-38.9% | $70,126+18.8% |
| Participation rate | 93.5% | 74.2%+19.4pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 15.00% | 31.46%-16.5pp | 5156.27%-5141.3pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,488 | $2,966-49.8% | $4,696-68.3% | $2,343-36.5% |
| Participant deferral / active EE | $2,506 | $5,051-50.4% | $6,247-59.9% | $3,332-24.8% |
| Admin fee / account holder | $722 | $5,421-86.7% | $9,244-92.2% | $4,645-84.5% |