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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 | $64,655 | $102,422-36.9% | $147,117-56.1% | $80,959-20.1% |
| Participation rate | 91.7% | 75.9%+15.8pp | 82.2%+9.5pp | 67.7%+24.0pp |
| Annual return | 14.45% | 135.16%-120.7pp | 420.54%-406.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $6,173 | $3,717+66.1% | $4,932+25.2% | $2,757+123.9% |
| Participant deferral / active EE | $10,792 | $6,652+62.2% | $8,065+33.8% | $4,300+151.0% |
| Admin fee / account holder | $8,309 | $7,953+4.5% | $12,993-36.0% | $6,925+20.0% |