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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 | $71,986 | $85,766-16.1% | $136,298-47.2% | $70,126+2.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 22.84% | 31.46%-8.6pp | 5156.27%-5133.4pp | 73.15%-50.3pp |
| Employer contribution / active EE | $6,187 | $2,966+108.6% | $4,696+31.8% | $2,343+164.1% |
| Participant deferral / active EE | $5,046 | $5,051-0.1% | $6,247-19.2% | $3,332+51.4% |
| Admin fee / account holder | $1,362 | $5,421-74.9% | $9,244-85.3% | $4,645-70.7% |