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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 | $85,894 | $102,422-16.1% | $147,117-41.6% | $80,959+6.1% |
| Participation rate | 94.1% | 75.9%+18.2pp | 82.2%+11.9pp | 67.7%+26.4pp |
| Annual return | 21.69% | 135.16%-113.5pp | 420.54%-398.8pp | 35.67%-14.0pp |
| Employer contribution / active EE | $6,367 | $3,717+71.3% | $4,932+29.1% | $2,757+130.9% |
| Participant deferral / active EE | $17,295 | $6,652+160.0% | $8,065+114.5% | $4,300+302.2% |
| Admin fee / account holder | $2,976 | $7,953-62.6% | $12,993-77.1% | $6,925-57.0% |