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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 | $96,426 | $102,429-5.9% | $147,096-34.4% | $80,925+19.2% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.7%+28.6pp |
| Annual return | 14.82% | 135.02%-120.2pp | 419.75%-404.9pp | 35.65%-20.8pp |
| Employer contribution / active EE | $8,698 | $3,716+134.1% | $4,936+76.2% | $2,756+215.6% |
| Participant deferral / active EE | $13,205 | $6,649+98.6% | $8,071+63.6% | $4,299+207.2% |
| Admin fee / account holder | $12,215 | $7,957+53.5% | $13,005-6.1% | $6,940+76.0% |