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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 | $102,385-9.1% | $147,080-36.7% | $80,935+15.0% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | 13.82% | 135.09%-121.3pp | 420.17%-406.3pp | 35.66%-21.8pp |
| Employer contribution / active EE | $8,105 | $3,717+118.1% | $4,933+64.3% | $2,757+194.0% |
| Participant deferral / active EE | $14,592 | $6,651+119.4% | $8,066+80.9% | $4,299+239.4% |
| Admin fee / account holder | $35,382 | $7,951+345.0% | $12,989+172.4% | $6,924+411.0% |