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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 | $89,440 | $102,393-12.6% | $147,041-39.2% | $80,911+10.5% |
| Participation rate | 90.6% | 75.9%+14.8pp | 82.2%+8.5pp | 67.6%+23.0pp |
| Annual return | 14.81% | 134.95%-120.1pp | 419.21%-404.4pp | 35.63%-20.8pp |
| Employer contribution / active EE | $3,347 | $3,715-9.9% | $4,935-32.2% | $2,756+21.5% |
| Participant deferral / active EE | $9,246 | $6,647+39.1% | $8,071+14.6% | $4,297+115.2% |
| Admin fee / account holder | $4,618 | $7,943-41.9% | $13,006-64.5% | $6,935-33.4% |