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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 | $81,067 | $115,814-30.0% | $101,275-20.0% | $158,982-49.0% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.8%+19.2pp | 82.0%+13.0pp |
| Annual return | 18.51% | 56.16%-37.6pp | 46.48%-28.0pp | 302.99%-284.5pp |
| Employer contribution / active EE | $14,278 | $4,176+241.9% | $3,660+290.1% | $4,763+199.8% |
| Participant deferral / active EE | $1,673 | $4,958-66.3% | $4,371-61.7% | $5,983-72.0% |
| Admin fee / account holder | $662 | $7,249-90.9% | $5,948-88.9% | $11,252-94.1% |