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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 | $95,507 | $102,422-6.8% | $147,117-35.1% | $80,959+18.0% |
| Participation rate | 91.8% | 75.9%+15.9pp | 82.2%+9.6pp | 67.7%+24.1pp |
| Annual return | 15.84% | 135.16%-119.3pp | 420.54%-404.7pp | 35.67%-19.8pp |
| Employer contribution / active EE | $6,233 | $3,717+67.7% | $4,932+26.4% | $2,757+126.1% |
| Participant deferral / active EE | $8,177 | $6,652+22.9% | $8,065+1.4% | $4,300+90.2% |
| Admin fee / account holder | $9,314 | $7,953+17.1% | $12,993-28.3% | $6,925+34.5% |