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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 | $79,097 | $102,385-22.7% | $147,080-46.2% | $80,935-2.3% |
| Participation rate | 74.3% | 75.9%-1.6pp | 82.2%-7.9pp | 67.7%+6.6pp |
| Annual return | 29.56% | 135.09%-105.5pp | 420.17%-390.6pp | 35.66%-6.1pp |
| Employer contribution / active EE | $9,887 | $3,717+166.0% | $4,933+100.4% | $2,757+258.7% |
| Participant deferral / active EE | $12,302 | $6,651+85.0% | $8,066+52.5% | $4,299+186.1% |
| Admin fee / account holder | $16,878 | $7,951+112.3% | $12,989+29.9% | $6,924+143.8% |