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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 | $102,429-19.9% | $147,096-44.2% | $80,925+1.4% |
| Participation rate | 84.5% | 75.9%+8.6pp | 82.2%+2.3pp | 67.7%+16.8pp |
| Annual return | 16.81% | 135.02%-118.2pp | 419.75%-402.9pp | 35.65%-18.8pp |
| Employer contribution / active EE | $5,965 | $3,716+60.5% | $4,936+20.8% | $2,756+116.4% |
| Participant deferral / active EE | $13,499 | $6,649+103.0% | $8,071+67.3% | $4,299+214.0% |
| Admin fee / account holder | $22,266 | $7,957+179.8% | $13,005+71.2% | $6,940+220.8% |