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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 | $82,839 | $85,766-3.4% | $136,298-39.2% | $70,126+18.1% |
| Participation rate | 87.8% | 74.2%+13.6pp | 81.9%+5.9pp | 69.5%+18.2pp |
| Annual return | 20.21% | 31.46%-11.2pp | 5156.27%-5136.1pp | 73.15%-52.9pp |
| Employer contribution / active EE | $3,266 | $2,966+10.1% | $4,696-30.4% | $2,343+39.4% |
| Participant deferral / active EE | $8,281 | $5,051+63.9% | $6,247+32.6% | $3,332+148.6% |
| Admin fee / account holder | $4,246 | $5,421-21.7% | $9,244-54.1% | $4,645-8.6% |