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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 | $102,422-11.3% | $147,117-38.2% | $80,959+12.3% |
| Participation rate | 92.5% | 75.9%+16.6pp | 82.2%+10.3pp | 67.7%+24.8pp |
| Annual return | 14.50% | 135.16%-120.7pp | 420.54%-406.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $9,743 | $3,717+162.1% | $4,932+97.5% | $2,757+253.4% |
| Participant deferral / active EE | $13,984 | $6,652+110.2% | $8,065+73.4% | $4,300+225.2% |
| Admin fee / account holder | $4,346 | $7,953-45.4% | $12,993-66.6% | $6,925-37.3% |