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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 | $102,429-9.7% | $147,096-37.1% | $80,925+14.3% |
| Participation rate | 79.6% | 75.9%+3.8pp | 82.2%-2.6pp | 67.7%+12.0pp |
| Annual return | 21.80% | 135.02%-113.2pp | 419.75%-398.0pp | 35.65%-13.9pp |
| Employer contribution / active EE | $6,770 | $3,716+82.2% | $4,936+37.2% | $2,756+145.6% |
| Participant deferral / active EE | $11,383 | $6,649+71.2% | $8,071+41.0% | $4,299+164.8% |
| Admin fee / account holder | $3,653 | $7,957-54.1% | $13,005-71.9% | $6,940-47.4% |