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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 | $88,535 | $102,393-13.5% | $147,041-39.8% | $80,911+9.4% |
| Participation rate | 81.7% | 75.9%+5.8pp | 82.2%-0.5pp | 67.6%+14.0pp |
| Annual return | 19.49% | 134.95%-115.5pp | 419.21%-399.7pp | 35.63%-16.1pp |
| Employer contribution / active EE | $7,845 | $3,715+111.2% | $4,935+59.0% | $2,756+184.7% |
| Participant deferral / active EE | $14,724 | $6,647+121.5% | $8,071+82.4% | $4,297+242.7% |
| Admin fee / account holder | $9,532 | $7,943+20.0% | $13,006-26.7% | $6,935+37.5% |