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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 | $85,459 | $102,422-16.6% | $147,117-41.9% | $80,959+5.6% |
| Participation rate | 95.7% | 75.9%+19.8pp | 82.2%+13.5pp | 67.7%+28.0pp |
| Annual return | 13.96% | 135.16%-121.2pp | 420.54%-406.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $5,320 | $3,717+43.1% | $4,932+7.9% | $2,757+93.0% |
| Participant deferral / active EE | $12,523 | $6,652+88.2% | $8,065+55.3% | $4,300+191.2% |
| Admin fee / account holder | $12,682 | $7,953+59.5% | $12,993-2.4% | $6,925+83.1% |