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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 | $84,482 | $102,393-17.5% | $147,041-42.5% | $80,911+4.4% |
| Participation rate | 86.1% | 75.9%+10.3pp | 82.2%+3.9pp | 67.6%+18.5pp |
| Annual return | 13.90% | 134.95%-121.1pp | 419.21%-405.3pp | 35.63%-21.7pp |
| Employer contribution / active EE | $4,120 | $3,715+10.9% | $4,935-16.5% | $2,756+49.5% |
| Participant deferral / active EE | $8,355 | $6,647+25.7% | $8,071+3.5% | $4,297+94.4% |
| Admin fee / account holder | $851 | $7,943-89.3% | $13,006-93.5% | $6,935-87.7% |