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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 | $82,095 | $102,382-19.8% | $147,005-44.2% | $80,874+1.5% |
| Participation rate | 84.5% | 75.8%+8.7pp | 82.2%+2.3pp | 67.6%+16.9pp |
| Annual return | 16.81% | 134.89%-118.1pp | 418.76%-402.0pp | 35.62%-18.8pp |
| Employer contribution / active EE | $5,965 | $3,715+60.6% | $4,934+20.9% | $2,756+116.5% |
| Participant deferral / active EE | $13,499 | $6,646+103.1% | $8,070+67.3% | $4,297+214.2% |
| Admin fee / account holder | $22,266 | $7,942+180.4% | $13,006+71.2% | $6,935+221.1% |