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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 | $90,876 | $102,429-11.3% | $147,096-38.2% | $80,925+12.3% |
| Participation rate | 92.5% | 75.9%+16.6pp | 82.2%+10.3pp | 67.7%+24.8pp |
| Annual return | 14.50% | 135.02%-120.5pp | 419.75%-405.2pp | 35.65%-21.2pp |
| Employer contribution / active EE | $9,743 | $3,716+162.2% | $4,936+97.4% | $2,756+253.5% |
| Participant deferral / active EE | $13,984 | $6,649+110.3% | $8,071+73.3% | $4,299+225.3% |
| Admin fee / account holder | $4,346 | $7,957-45.4% | $13,005-66.6% | $6,940-37.4% |