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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 | $102,429-16.1% | $147,096-41.6% | $80,925+6.1% |
| Participation rate | 94.1% | 75.9%+18.3pp | 82.2%+11.9pp | 67.7%+26.5pp |
| Annual return | 21.69% | 135.02%-113.3pp | 419.75%-398.1pp | 35.65%-14.0pp |
| Employer contribution / active EE | $6,367 | $3,716+71.4% | $4,936+29.0% | $2,756+131.0% |
| Participant deferral / active EE | $17,295 | $6,649+160.1% | $8,071+114.3% | $4,299+302.3% |
| Admin fee / account holder | $2,976 | $7,957-62.6% | $13,005-77.1% | $6,940-57.1% |