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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 | $102,429-13.0% | $147,096-39.4% | $80,925+10.1% |
| Participation rate | 98.1% | 75.9%+22.3pp | 82.2%+16.0pp | 67.7%+30.5pp |
| Annual return | 20.72% | 135.02%-114.3pp | 419.75%-399.0pp | 35.65%-14.9pp |
| Employer contribution / active EE | $7,646 | $3,716+105.8% | $4,936+54.9% | $2,756+177.4% |
| Participant deferral / active EE | $18,665 | $6,649+180.7% | $8,071+131.3% | $4,299+334.2% |
| Admin fee / account holder | $4,401 | $7,957-44.7% | $13,005-66.2% | $6,940-36.6% |