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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 | $96,575 | $102,429-5.7% | $147,096-34.3% | $80,925+19.3% |
| Participation rate | 97.4% | 75.9%+21.5pp | 82.2%+15.2pp | 67.7%+29.7pp |
| Annual return | 13.67% | 135.02%-121.4pp | 419.75%-406.1pp | 35.65%-22.0pp |
| Employer contribution / active EE | $8,471 | $3,716+128.0% | $4,936+71.6% | $2,756+207.3% |
| Participant deferral / active EE | $5,796 | $6,649-12.8% | $8,071-28.2% | $4,299+34.8% |
| Admin fee / account holder | $8,817 | $7,957+10.8% | $13,005-32.2% | $6,940+27.0% |