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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 | $118,573 | $102,429+15.8% | $147,096-19.4% | $80,925+46.5% |
| Participation rate | 96.7% | 75.9%+20.8pp | 82.2%+14.5pp | 67.7%+29.0pp |
| Annual return | 13.17% | 135.02%-121.9pp | 419.75%-406.6pp | 35.65%-22.5pp |
| Employer contribution / active EE | $1,750 | $3,716-52.9% | $4,936-64.5% | $2,756-36.5% |
| Participant deferral / active EE | $7,036 | $6,649+5.8% | $8,071-12.8% | $4,299+63.7% |
| Admin fee / account holder | $17,919 | $7,957+125.2% | $13,005+37.8% | $6,940+158.2% |