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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 | $102,422-15.8% | $147,117-41.4% | $80,959+6.5% |
| Participation rate | 92.5% | 75.9%+16.6pp | 82.2%+10.3pp | 67.7%+24.8pp |
| Annual return | 14.81% | 135.16%-120.3pp | 420.54%-405.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $5,617 | $3,717+51.1% | $4,932+13.9% | $2,757+103.7% |
| Participant deferral / active EE | $11,097 | $6,652+66.8% | $8,065+37.6% | $4,300+158.1% |
| Admin fee / account holder | $2,090 | $7,953-73.7% | $12,993-83.9% | $6,925-69.8% |