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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 | $117,752 | $102,429+15.0% | $147,096-19.9% | $80,925+45.5% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 13.89% | 135.02%-121.1pp | 419.75%-405.9pp | 35.65%-21.8pp |
| Employer contribution / active EE | $8,113 | $3,716+118.3% | $4,936+64.4% | $2,756+194.3% |
| Participant deferral / active EE | $5,797 | $6,649-12.8% | $8,071-28.2% | $4,299+34.9% |
| Admin fee / account holder | $2,790 | $7,957-64.9% | $13,005-78.5% | $6,940-59.8% |