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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 | $93,658 | $102,422-8.6% | $147,117-36.3% | $80,959+15.7% |
| Participation rate | 90.9% | 75.9%+15.0pp | 82.2%+8.7pp | 67.7%+23.2pp |
| Annual return | 15.66% | 135.16%-119.5pp | 420.54%-404.9pp | 35.67%-20.0pp |
| Employer contribution / active EE | $6,574 | $3,717+76.8% | $4,932+33.3% | $2,757+138.4% |
| Participant deferral / active EE | $14,517 | $6,652+118.2% | $8,065+80.0% | $4,300+237.6% |
| Admin fee / account holder | $9,457 | $7,953+18.9% | $12,993-27.2% | $6,925+36.6% |