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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 | $99,546 | $102,422-2.8% | $147,117-32.3% | $80,959+23.0% |
| Participation rate | 97.4% | 75.9%+21.5pp | 82.2%+15.2pp | 67.7%+29.7pp |
| Annual return | 14.48% | 135.16%-120.7pp | 420.54%-406.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $8,777 | $3,717+136.1% | $4,932+77.9% | $2,757+218.3% |
| Participant deferral / active EE | $12,516 | $6,652+88.2% | $8,065+55.2% | $4,300+191.1% |
| Admin fee / account holder | $16,524 | $7,953+107.8% | $12,993+27.2% | $6,925+138.6% |