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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 | $89,480 | $102,422-12.6% | $147,117-39.2% | $80,959+10.5% |
| Participation rate | 94.7% | 75.9%+18.9pp | 82.2%+12.6pp | 67.7%+27.1pp |
| Annual return | 14.49% | 135.16%-120.7pp | 420.54%-406.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $5,019 | $3,717+35.0% | $4,932+1.7% | $2,757+82.0% |
| Participant deferral / active EE | $4,826 | $6,652-27.5% | $8,065-40.2% | $4,300+12.2% |
| Admin fee / account holder | $543 | $7,953-93.2% | $12,993-95.8% | $6,925-92.2% |