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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 | $96,540 | $102,385-5.7% | $147,080-34.4% | $80,935+19.3% |
| Participation rate | 85.3% | 75.9%+9.4pp | 82.2%+3.1pp | 67.7%+17.6pp |
| Annual return | 15.00% | 135.09%-120.1pp | 420.17%-405.2pp | 35.66%-20.7pp |
| Employer contribution / active EE | $6,180 | $3,717+66.3% | $4,933+25.3% | $2,757+124.2% |
| Participant deferral / active EE | $6,729 | $6,651+1.2% | $8,066-16.6% | $4,299+56.5% |
| Admin fee / account holder | $3,065 | $7,951-61.5% | $12,989-76.4% | $6,924-55.7% |