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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 | $80,207 | $85,766-6.5% | $136,298-41.2% | $70,126+14.4% |
| Participation rate | 96.3% | 74.2%+22.1pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 16.90% | 31.46%-14.6pp | 5156.27%-5139.4pp | 73.15%-56.2pp |
| Employer contribution / active EE | $1,479 | $2,966-50.1% | $4,696-68.5% | $2,343-36.9% |
| Participant deferral / active EE | $5,227 | $5,051+3.5% | $6,247-16.3% | $3,332+56.9% |
| Admin fee / account holder | $17,994 | $5,421+232.0% | $9,244+94.7% | $4,645+287.3% |