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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 | $102,429-17.6% | $147,096-42.6% | $80,925+4.4% |
| Participation rate | 93.3% | 75.9%+17.5pp | 82.2%+11.2pp | 67.7%+25.7pp |
| Annual return | 13.12% | 135.02%-121.9pp | 419.75%-406.6pp | 35.65%-22.5pp |
| Employer contribution / active EE | $14,338 | $3,716+285.9% | $4,936+190.5% | $2,756+420.2% |
| Participant deferral / active EE | $7,589 | $6,649+14.1% | $8,071-6.0% | $4,299+76.5% |
| Admin fee / account holder | $664 | $7,957-91.7% | $13,005-94.9% | $6,940-90.4% |