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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 | $70,551 | $85,766-17.7% | $136,298-48.2% | $70,126+0.6% |
| Participation rate | 85.7% | 74.2%+11.6pp | 81.9%+3.8pp | 69.5%+16.2pp |
| Annual return | 14.59% | 31.46%-16.9pp | 5156.27%-5141.7pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,033 | $2,966-65.2% | $4,696-78.0% | $2,343-55.9% |
| Participant deferral / active EE | $6,804 | $5,051+34.7% | $6,247+8.9% | $3,332+104.2% |
| Admin fee / account holder | $758 | $5,421-86.0% | $9,244-91.8% | $4,645-83.7% |