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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 | $102,385-16.5% | $147,080-41.9% | $80,935+5.6% |
| Participation rate | 95.7% | 75.9%+19.8pp | 82.2%+13.5pp | 67.7%+28.0pp |
| Annual return | 13.96% | 135.09%-121.1pp | 420.17%-406.2pp | 35.66%-21.7pp |
| Employer contribution / active EE | $5,320 | $3,717+43.1% | $4,933+7.8% | $2,757+93.0% |
| Participant deferral / active EE | $12,523 | $6,651+88.3% | $8,066+55.2% | $4,299+191.3% |
| Admin fee / account holder | $12,682 | $7,951+59.5% | $12,989-2.4% | $6,924+83.2% |