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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 | $90,428 | $85,766+5.4% | $136,298-33.7% | $70,126+29.0% |
| Participation rate | 95.0% | 74.2%+20.8pp | 81.9%+13.1pp | 69.5%+25.5pp |
| Annual return | 15.29% | 31.46%-16.2pp | 5156.27%-5141.0pp | 73.15%-57.9pp |
| Employer contribution / active EE | $2,355 | $2,966-20.6% | $4,696-49.9% | $2,343+0.5% |
| Participant deferral / active EE | $7,330 | $5,051+45.1% | $6,247+17.3% | $3,332+120.0% |
| Admin fee / account holder | $4,504 | $5,421-16.9% | $9,244-51.3% | $4,645-3.0% |