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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 | $67,101 | $102,429-34.5% | $147,096-54.4% | $80,925-17.1% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.7%+28.6pp |
| Annual return | 13.70% | 135.02%-121.3pp | 419.75%-406.0pp | 35.65%-21.9pp |
| Employer contribution / active EE | $14,618 | $3,716+293.4% | $4,936+196.2% | $2,756+430.4% |
| Participant deferral / active EE | $10,747 | $6,649+61.6% | $8,071+33.2% | $4,299+150.0% |
| Admin fee / account holder | $2,875 | $7,957-63.9% | $13,005-77.9% | $6,940-58.6% |