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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 | $102,385-9.7% | $147,080-37.2% | $80,935+14.2% |
| Participation rate | 93.6% | 75.9%+17.7pp | 82.2%+11.4pp | 67.7%+26.0pp |
| Annual return | 19.58% | 135.09%-115.5pp | 420.17%-400.6pp | 35.66%-16.1pp |
| Employer contribution / active EE | $18,614 | $3,717+400.8% | $4,933+277.3% | $2,757+575.2% |
| Participant deferral / active EE | $10,425 | $6,651+56.8% | $8,066+29.2% | $4,299+142.5% |
| Admin fee / account holder | $4,807 | $7,951-39.5% | $12,989-63.0% | $6,924-30.6% |