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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 | $83,118 | $102,385-18.8% | $147,080-43.5% | $80,935+2.7% |
| Participation rate | 89.3% | 75.9%+13.4pp | 82.2%+7.1pp | 67.7%+21.6pp |
| Annual return | 14.45% | 135.09%-120.6pp | 420.17%-405.7pp | 35.66%-21.2pp |
| Employer contribution / active EE | $7,225 | $3,717+94.4% | $4,933+46.5% | $2,757+162.1% |
| Participant deferral / active EE | $5,881 | $6,651-11.6% | $8,066-27.1% | $4,299+36.8% |
| Admin fee / account holder | $2,834 | $7,951-64.4% | $12,989-78.2% | $6,924-59.1% |