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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 | $79,547 | $102,382-22.3% | $147,005-45.9% | $80,874-1.6% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 13.59% | 134.89%-121.3pp | 418.76%-405.2pp | 35.62%-22.0pp |
| Employer contribution / active EE | $15,560 | $3,715+318.9% | $4,934+215.3% | $2,756+464.7% |
| Participant deferral / active EE | $20,865 | $6,646+213.9% | $8,070+158.6% | $4,297+385.6% |
| Admin fee / account holder | $49,903 | $7,942+528.3% | $13,006+283.7% | $6,935+619.6% |