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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 | $102,382-16.1% | $147,005-41.6% | $80,874+6.2% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.2%+12.0pp | 67.6%+26.5pp |
| Annual return | 21.69% | 134.89%-113.2pp | 418.76%-397.1pp | 35.62%-13.9pp |
| Employer contribution / active EE | $6,367 | $3,715+71.4% | $4,934+29.0% | $2,756+131.0% |
| Participant deferral / active EE | $17,295 | $6,646+160.2% | $8,070+114.3% | $4,297+302.5% |
| Admin fee / account holder | $2,976 | $7,942-62.5% | $13,006-77.1% | $6,935-57.1% |