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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 | $86,191 | $102,429-15.9% | $147,096-41.4% | $80,925+6.5% |
| Participation rate | 92.5% | 75.9%+16.6pp | 82.2%+10.3pp | 67.7%+24.8pp |
| Annual return | 14.81% | 135.02%-120.2pp | 419.75%-404.9pp | 35.65%-20.8pp |
| Employer contribution / active EE | $5,617 | $3,716+51.2% | $4,936+13.8% | $2,756+103.8% |
| Participant deferral / active EE | $11,097 | $6,649+66.9% | $8,071+37.5% | $4,299+158.2% |
| Admin fee / account holder | $2,090 | $7,957-73.7% | $13,005-83.9% | $6,940-69.9% |