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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 | $87,656 | $102,429-14.4% | $147,096-40.4% | $80,925+8.3% |
| Participation rate | 95.5% | 75.9%+19.6pp | 82.2%+13.3pp | 67.7%+27.8pp |
| Annual return | 14.79% | 135.02%-120.2pp | 419.75%-405.0pp | 35.65%-20.9pp |
| Employer contribution / active EE | $4,249 | $3,716+14.4% | $4,936-13.9% | $2,756+54.2% |
| Participant deferral / active EE | $6,439 | $6,649-3.2% | $8,071-20.2% | $4,299+49.8% |
| Admin fee / account holder | $8,105 | $7,957+1.9% | $13,005-37.7% | $6,940+16.8% |