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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 | $95,256 | $118,708-19.8% | $98,920-3.7% | $158,982-40.1% |
| Participation rate | 94.7% | 77.8%+16.9pp | 76.0%+18.7pp | 82.0%+12.8pp |
| Annual return | 19.12% | 372.49%-353.4pp | 196.47%-177.3pp | 302.99%-283.9pp |
| Employer contribution / active EE | $4,589 | $3,334+37.7% | $2,689+70.6% | $4,763-3.6% |
| Participant deferral / active EE | $5,852 | $5,089+15.0% | $4,245+37.9% | $5,983-2.2% |
| Admin fee / account holder | $5,108 | $10,134-49.6% | $6,643-23.1% | $11,252-54.6% |