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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 | $85,613 | $102,385-16.4% | $147,080-41.8% | $80,935+5.8% |
| Participation rate | 98.4% | 75.9%+22.5pp | 82.2%+16.2pp | 67.7%+30.7pp |
| Annual return | 15.27% | 135.09%-119.8pp | 420.17%-404.9pp | 35.66%-20.4pp |
| Employer contribution / active EE | $4,000 | $3,717+7.6% | $4,933-18.9% | $2,757+45.1% |
| Participant deferral / active EE | $10,680 | $6,651+60.6% | $8,066+32.4% | $4,299+148.4% |
| Admin fee / account holder | $1,524 | $7,951-80.8% | $12,989-88.3% | $6,924-78.0% |