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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 | $85,229 | $102,385-16.8% | $147,080-42.1% | $80,935+5.3% |
| Participation rate | 94.6% | 75.9%+18.7pp | 82.2%+12.4pp | 67.7%+26.9pp |
| Annual return | 18.20% | 135.09%-116.9pp | 420.17%-402.0pp | 35.66%-17.5pp |
| Employer contribution / active EE | $4,660 | $3,717+25.4% | $4,933-5.5% | $2,757+69.0% |
| Participant deferral / active EE | $10,713 | $6,651+61.1% | $8,066+32.8% | $4,299+149.2% |
| Admin fee / account holder | $2,827 | $7,951-64.4% | $12,989-78.2% | $6,924-59.2% |