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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 | $89,129 | $102,422-13.0% | $147,117-39.4% | $80,959+10.1% |
| Participation rate | 98.1% | 75.9%+22.3pp | 82.2%+16.0pp | 67.7%+30.5pp |
| Annual return | 20.72% | 135.16%-114.4pp | 420.54%-399.8pp | 35.67%-15.0pp |
| Employer contribution / active EE | $7,646 | $3,717+105.7% | $4,932+55.0% | $2,757+177.3% |
| Participant deferral / active EE | $18,665 | $6,652+180.6% | $8,065+131.5% | $4,300+334.0% |
| Admin fee / account holder | $4,401 | $7,953-44.7% | $12,993-66.1% | $6,925-36.4% |