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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 | $102,422-15.7% | $147,117-41.3% | $80,959+6.6% |
| Participation rate | 80.6% | 75.9%+4.7pp | 82.2%-1.6pp | 67.7%+12.9pp |
| Annual return | 13.84% | 135.16%-121.3pp | 420.54%-406.7pp | 35.67%-21.8pp |
| Employer contribution / active EE | $5,889 | $3,717+58.4% | $4,932+19.4% | $2,757+113.6% |
| Participant deferral / active EE | $7,973 | $6,652+19.9% | $8,065-1.1% | $4,300+85.4% |
| Admin fee / account holder | $4,681 | $7,953-41.1% | $12,993-64.0% | $6,925-32.4% |