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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 | $99,312 | $81,696+21.6% | $70,494+40.9% | $158,982-37.5% |
| Participation rate | 95.0% | 77.7%+17.3pp | 75.1%+19.9pp | 82.0%+13.0pp |
| Annual return | 12.38% | 208.70%-196.3pp | 109.16%-96.8pp | 302.99%-290.6pp |
| Employer contribution / active EE | $5,543 | $3,220+72.2% | $2,738+102.5% | $4,763+16.4% |
| Participant deferral / active EE | $9,587 | $4,558+110.3% | $3,711+158.4% | $5,983+60.2% |
| Admin fee / account holder | $550 | $6,200-91.1% | $3,848-85.7% | $11,252-95.1% |