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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 | $102,385-14.4% | $147,080-40.4% | $80,935+8.3% |
| Participation rate | 95.5% | 75.9%+19.6pp | 82.2%+13.3pp | 67.7%+27.8pp |
| Annual return | 14.79% | 135.09%-120.3pp | 420.17%-405.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $4,249 | $3,717+14.3% | $4,933-13.9% | $2,757+54.1% |
| Participant deferral / active EE | $6,439 | $6,651-3.2% | $8,066-20.2% | $4,299+49.8% |
| Admin fee / account holder | $8,105 | $7,951+1.9% | $12,989-37.6% | $6,924+17.1% |