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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 | $84,449 | $102,422-17.5% | $147,117-42.6% | $80,959+4.3% |
| Participation rate | 93.3% | 75.9%+17.5pp | 82.2%+11.1pp | 67.7%+25.7pp |
| Annual return | 13.12% | 135.16%-122.0pp | 420.54%-407.4pp | 35.67%-22.5pp |
| Employer contribution / active EE | $14,338 | $3,717+285.7% | $4,932+190.7% | $2,757+420.0% |
| Participant deferral / active EE | $7,589 | $6,652+14.1% | $8,065-5.9% | $4,300+76.5% |
| Admin fee / account holder | $664 | $7,953-91.6% | $12,993-94.9% | $6,925-90.4% |