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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 | $98,566 | $102,382-3.7% | $147,005-33.0% | $80,874+21.9% |
| Participation rate | 91.6% | 75.8%+15.7pp | 82.2%+9.4pp | 67.6%+23.9pp |
| Annual return | 13.62% | 134.89%-121.3pp | 418.76%-405.1pp | 35.62%-22.0pp |
| Employer contribution / active EE | $10,594 | $3,715+185.2% | $4,934+114.7% | $2,756+284.5% |
| Participant deferral / active EE | $7,737 | $6,646+16.4% | $8,070-4.1% | $4,297+80.1% |
| Admin fee / account holder | $1,533 | $7,942-80.7% | $13,006-88.2% | $6,935-77.9% |