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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 | $89,662 | $77,920+15.1% | $149,723-40.1% | $75,177+19.3% |
| Participation rate | 88.0% | 65.6%+22.4pp | 78.8%+9.2pp | 67.2%+20.8pp |
| Annual return | 22.38% | 31.72%-9.3pp | 134.50%-112.1pp | 160.75%-138.4pp |
| Employer contribution / active EE | $11,966 | $3,138+281.3% | $4,821+148.2% | $2,671+348.0% |
| Participant deferral / active EE | $6,220 | $3,411+82.3% | $5,682+9.5% | $4,126+50.7% |
| Admin fee / account holder | $5,697 | $5,951-4.3% | $13,215-56.9% | $5,651+0.8% |