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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 | $102,429-3.8% | $147,096-33.0% | $80,925+21.8% |
| Participation rate | 91.6% | 75.9%+15.7pp | 82.2%+9.4pp | 67.7%+23.9pp |
| Annual return | 13.62% | 135.02%-121.4pp | 419.75%-406.1pp | 35.65%-22.0pp |
| Employer contribution / active EE | $10,594 | $3,716+185.1% | $4,936+114.6% | $2,756+284.4% |
| Participant deferral / active EE | $7,737 | $6,649+16.4% | $8,071-4.1% | $4,299+80.0% |
| Admin fee / account holder | $1,533 | $7,957-80.7% | $13,005-88.2% | $6,940-77.9% |