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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 | $69,905 | $102,429-31.8% | $147,096-52.5% | $80,925-13.6% |
| Participation rate | 96.8% | 75.9%+21.0pp | 82.2%+14.6pp | 67.7%+29.2pp |
| Annual return | 16.43% | 135.02%-118.6pp | 419.75%-403.3pp | 35.65%-19.2pp |
| Employer contribution / active EE | $11,085 | $3,716+198.3% | $4,936+124.6% | $2,756+302.2% |
| Participant deferral / active EE | $13,496 | $6,649+103.0% | $8,071+67.2% | $4,299+214.0% |
| Admin fee / account holder | $46,367 | $7,957+482.7% | $13,005+256.5% | $6,940+568.1% |