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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 | $102,385-5.7% | $147,080-34.3% | $80,935+19.3% |
| Participation rate | 97.4% | 75.9%+21.5pp | 82.2%+15.2pp | 67.7%+29.7pp |
| Annual return | 13.67% | 135.09%-121.4pp | 420.17%-406.5pp | 35.66%-22.0pp |
| Employer contribution / active EE | $8,471 | $3,717+127.9% | $4,933+71.7% | $2,757+207.3% |
| Participant deferral / active EE | $5,796 | $6,651-12.8% | $8,066-28.1% | $4,299+34.8% |
| Admin fee / account holder | $8,817 | $7,951+10.9% | $12,989-32.1% | $6,924+27.3% |