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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 | $86,339 | $102,429-15.7% | $147,096-41.3% | $80,925+6.7% |
| Participation rate | 80.6% | 75.9%+4.7pp | 82.2%-1.6pp | 67.7%+12.9pp |
| Annual return | 13.84% | 135.02%-121.2pp | 419.75%-405.9pp | 35.65%-21.8pp |
| Employer contribution / active EE | $5,889 | $3,716+58.5% | $4,936+19.3% | $2,756+113.6% |
| Participant deferral / active EE | $7,973 | $6,649+19.9% | $8,071-1.2% | $4,299+85.5% |
| Admin fee / account holder | $4,681 | $7,957-41.2% | $13,005-64.0% | $6,940-32.6% |