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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 | $102,385-36.9% | $147,080-56.0% | $80,935-20.1% |
| Participation rate | 91.7% | 75.9%+15.8pp | 82.2%+9.5pp | 67.7%+24.0pp |
| Annual return | 14.45% | 135.09%-120.6pp | 420.17%-405.7pp | 35.66%-21.2pp |
| Employer contribution / active EE | $6,173 | $3,717+66.1% | $4,933+25.1% | $2,757+123.9% |
| Participant deferral / active EE | $10,792 | $6,651+62.3% | $8,066+33.8% | $4,299+151.0% |
| Admin fee / account holder | $8,309 | $7,951+4.5% | $12,989-36.0% | $6,924+20.0% |