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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 | $92,434 | $102,429-9.8% | $147,096-37.2% | $80,925+14.2% |
| Participation rate | 93.6% | 75.9%+17.8pp | 82.2%+11.4pp | 67.7%+26.0pp |
| Annual return | 19.58% | 135.02%-115.4pp | 419.75%-400.2pp | 35.65%-16.1pp |
| Employer contribution / active EE | $18,614 | $3,716+401.0% | $4,936+277.1% | $2,756+575.3% |
| Participant deferral / active EE | $10,425 | $6,649+56.8% | $8,071+29.2% | $4,299+142.5% |
| Admin fee / account holder | $4,807 | $7,957-39.6% | $13,005-63.0% | $6,940-30.7% |