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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 | $86,634 | $102,429-15.4% | $147,096-41.1% | $80,925+7.1% |
| Participation rate | 84.8% | 75.9%+9.0pp | 82.2%+2.7pp | 67.7%+17.2pp |
| Annual return | 16.69% | 135.02%-118.3pp | 419.75%-403.1pp | 35.65%-19.0pp |
| Employer contribution / active EE | $7,257 | $3,716+95.3% | $4,936+47.0% | $2,756+163.3% |
| Participant deferral / active EE | $6,119 | $6,649-8.0% | $8,071-24.2% | $4,299+42.3% |
| Admin fee / account holder | $389 | $7,957-95.1% | $13,005-97.0% | $6,940-94.4% |