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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 | $101,528 | $102,429-0.9% | $147,096-31.0% | $80,925+25.5% |
| Participation rate | 87.1% | 75.9%+11.2pp | 82.2%+4.9pp | 67.7%+19.4pp |
| Annual return | 13.45% | 135.02%-121.6pp | 419.75%-406.3pp | 35.65%-22.2pp |
| Employer contribution / active EE | $7,414 | $3,716+99.5% | $4,936+50.2% | $2,756+169.0% |
| Participant deferral / active EE | $7,320 | $6,649+10.1% | $8,071-9.3% | $4,299+70.3% |
| Admin fee / account holder | $5,851 | $7,957-26.5% | $13,005-55.0% | $6,940-15.7% |