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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 | $83,559 | $102,429-18.4% | $147,096-43.2% | $80,925+3.3% |
| Participation rate | 94.1% | 75.9%+18.3pp | 82.2%+11.9pp | 67.7%+26.5pp |
| Annual return | 24.31% | 135.02%-110.7pp | 419.75%-395.4pp | 35.65%-11.3pp |
| Employer contribution / active EE | $5,512 | $3,716+48.3% | $4,936+11.7% | $2,756+100.0% |
| Participant deferral / active EE | $14,174 | $6,649+113.2% | $8,071+75.6% | $4,299+229.7% |
| Admin fee / account holder | $7,347 | $7,957-7.7% | $13,005-43.5% | $6,940+5.9% |