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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 | $93,089 | $102,422-9.1% | $147,117-36.7% | $80,959+15.0% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | 13.82% | 135.16%-121.3pp | 420.54%-406.7pp | 35.67%-21.8pp |
| Employer contribution / active EE | $8,105 | $3,717+118.0% | $4,932+64.3% | $2,757+194.0% |
| Participant deferral / active EE | $14,592 | $6,652+119.4% | $8,065+80.9% | $4,300+239.3% |
| Admin fee / account holder | $35,382 | $7,953+344.9% | $12,993+172.3% | $6,925+410.9% |