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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 | $94,001 | $102,393-8.2% | $147,041-36.1% | $80,911+16.2% |
| Participation rate | 84.0% | 75.9%+8.1pp | 82.2%+1.8pp | 67.6%+16.4pp |
| Annual return | 14.60% | 134.95%-120.3pp | 419.21%-404.6pp | 35.63%-21.0pp |
| Employer contribution / active EE | $4,661 | $3,715+25.5% | $4,935-5.6% | $2,756+69.1% |
| Participant deferral / active EE | $10,063 | $6,647+51.4% | $8,071+24.7% | $4,297+134.2% |
| Admin fee / account holder | $1,714 | $7,943-78.4% | $13,006-86.8% | $6,935-75.3% |