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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 | $86,199 | $102,385-15.8% | $147,080-41.4% | $80,935+6.5% |
| Participation rate | 85.5% | 75.9%+9.6pp | 82.2%+3.3pp | 67.7%+17.8pp |
| Annual return | 16.20% | 135.09%-118.9pp | 420.17%-404.0pp | 35.66%-19.5pp |
| Employer contribution / active EE | $6,514 | $3,717+75.3% | $4,933+32.0% | $2,757+136.3% |
| Participant deferral / active EE | $9,896 | $6,651+48.8% | $8,066+22.7% | $4,299+130.2% |
| Admin fee / account holder | $6,830 | $7,951-14.1% | $12,989-47.4% | $6,924-1.4% |