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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 | $102,422-3.8% | $147,117-33.0% | $80,959+21.7% |
| Participation rate | 91.6% | 75.9%+15.7pp | 82.2%+9.4pp | 67.7%+23.9pp |
| Annual return | 13.62% | 135.16%-121.5pp | 420.54%-406.9pp | 35.67%-22.0pp |
| Employer contribution / active EE | $10,594 | $3,717+185.0% | $4,932+114.8% | $2,757+284.3% |
| Participant deferral / active EE | $7,737 | $6,652+16.3% | $8,065-4.1% | $4,300+79.9% |
| Admin fee / account holder | $1,533 | $7,953-80.7% | $12,993-88.2% | $6,925-77.9% |