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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 | $102,393-7.8% | $147,041-35.8% | $80,911+16.7% |
| Participation rate | 91.7% | 75.9%+15.8pp | 82.2%+9.5pp | 67.6%+24.0pp |
| Annual return | 15.44% | 134.95%-119.5pp | 419.21%-403.8pp | 35.63%-20.2pp |
| Employer contribution / active EE | $5,184 | $3,715+39.5% | $4,935+5.0% | $2,756+88.1% |
| Participant deferral / active EE | $12,975 | $6,647+95.2% | $8,071+60.8% | $4,297+201.9% |
| Admin fee / account holder | $15,485 | $7,943+94.9% | $13,006+19.1% | $6,935+123.3% |