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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 | $87,220 | $102,429-14.8% | $147,096-40.7% | $80,925+7.8% |
| Participation rate | 88.1% | 75.9%+12.3pp | 82.2%+6.0pp | 67.7%+20.5pp |
| Annual return | 14.72% | 135.02%-120.3pp | 419.75%-405.0pp | 35.65%-20.9pp |
| Employer contribution / active EE | $4,108 | $3,716+10.6% | $4,936-16.8% | $2,756+49.1% |
| Participant deferral / active EE | $13,029 | $6,649+96.0% | $8,071+61.4% | $4,299+203.1% |
| Admin fee / account holder | $8,724 | $7,957+9.6% | $13,005-32.9% | $6,940+25.7% |