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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 | $102,429-6.8% | $147,096-35.1% | $80,925+18.0% |
| Participation rate | 91.8% | 75.9%+15.9pp | 82.2%+9.6pp | 67.7%+24.1pp |
| Annual return | 15.84% | 135.02%-119.2pp | 419.75%-403.9pp | 35.65%-19.8pp |
| Employer contribution / active EE | $6,233 | $3,716+67.7% | $4,936+26.3% | $2,756+126.1% |
| Participant deferral / active EE | $8,177 | $6,649+23.0% | $8,071+1.3% | $4,299+90.2% |
| Admin fee / account holder | $9,314 | $7,957+17.1% | $13,005-28.4% | $6,940+34.2% |