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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 | $102,422-18.4% | $147,117-43.2% | $80,959+3.2% |
| Participation rate | 94.1% | 75.9%+18.2pp | 82.2%+11.9pp | 67.7%+26.4pp |
| Annual return | 24.31% | 135.16%-110.8pp | 420.54%-396.2pp | 35.67%-11.4pp |
| Employer contribution / active EE | $5,512 | $3,717+48.3% | $4,932+11.7% | $2,757+99.9% |
| Participant deferral / active EE | $14,174 | $6,652+113.1% | $8,065+75.8% | $4,300+229.6% |
| Admin fee / account holder | $7,347 | $7,953-7.6% | $12,993-43.5% | $6,925+6.1% |