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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 | $102,382-16.5% | $147,005-41.9% | $80,874+5.7% |
| Participation rate | 95.7% | 75.8%+19.8pp | 82.2%+13.5pp | 67.6%+28.0pp |
| Annual return | 13.96% | 134.89%-120.9pp | 418.76%-404.8pp | 35.62%-21.7pp |
| Employer contribution / active EE | $5,320 | $3,715+43.2% | $4,934+7.8% | $2,756+93.1% |
| Participant deferral / active EE | $12,523 | $6,646+88.4% | $8,070+55.2% | $4,297+191.4% |
| Admin fee / account holder | $12,682 | $7,942+59.7% | $13,006-2.5% | $6,935+82.9% |