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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 | $94,404 | $102,422-7.8% | $147,117-35.8% | $80,959+16.6% |
| Participation rate | 91.7% | 75.9%+15.8pp | 82.2%+9.5pp | 67.7%+24.0pp |
| Annual return | 15.44% | 135.16%-119.7pp | 420.54%-405.1pp | 35.67%-20.2pp |
| Employer contribution / active EE | $5,184 | $3,717+39.4% | $4,932+5.1% | $2,757+88.0% |
| Participant deferral / active EE | $12,975 | $6,652+95.0% | $8,065+60.9% | $4,300+201.7% |
| Admin fee / account holder | $15,485 | $7,953+94.7% | $12,993+19.2% | $6,925+123.6% |