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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 | $99,067 | $102,385-3.2% | $147,080-32.6% | $80,935+22.4% |
| Participation rate | 92.5% | 75.9%+16.6pp | 82.2%+10.3pp | 67.7%+24.8pp |
| Annual return | 14.45% | 135.09%-120.6pp | 420.17%-405.7pp | 35.66%-21.2pp |
| Employer contribution / active EE | $5,216 | $3,717+40.3% | $4,933+5.7% | $2,757+89.2% |
| Participant deferral / active EE | $7,519 | $6,651+13.1% | $8,066-6.8% | $4,299+74.9% |
| Admin fee / account holder | $409 | $7,951-94.9% | $12,989-96.9% | $6,924-94.1% |