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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 | $89,586 | $102,393-12.5% | $147,041-39.1% | $80,911+10.7% |
| Participation rate | 92.5% | 75.9%+16.7pp | 82.2%+10.4pp | 67.6%+24.9pp |
| Annual return | 16.85% | 134.95%-118.1pp | 419.21%-402.4pp | 35.63%-18.8pp |
| Employer contribution / active EE | $9,890 | $3,715+166.2% | $4,935+100.4% | $2,756+258.9% |
| Participant deferral / active EE | $17,733 | $6,647+166.8% | $8,071+119.7% | $4,297+312.7% |
| Admin fee / account holder | $7,059 | $7,943-11.1% | $13,006-45.7% | $6,935+1.8% |