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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 | $92,527 | $102,382-9.6% | $147,005-37.1% | $80,874+14.4% |
| Participation rate | 79.6% | 75.8%+3.8pp | 82.2%-2.5pp | 67.6%+12.0pp |
| Annual return | 21.80% | 134.89%-113.1pp | 418.76%-397.0pp | 35.62%-13.8pp |
| Employer contribution / active EE | $6,770 | $3,715+82.3% | $4,934+37.2% | $2,756+145.7% |
| Participant deferral / active EE | $11,383 | $6,646+71.3% | $8,070+41.1% | $4,297+164.9% |
| Admin fee / account holder | $3,653 | $7,942-54.0% | $13,006-71.9% | $6,935-47.3% |