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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 | $58,066 | $105,200-44.8% | $159,474-63.6% | $85,847-32.4% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.8%+11.1pp | 69.3%+24.6pp |
| Annual return | 19.40% | 45.08%-25.7pp | 263.68%-244.3pp | 318.61%-299.2pp |
| Employer contribution / active EE | $5,734 | $3,319+72.8% | $4,831+18.7% | $2,565+123.5% |
| Participant deferral / active EE | $8,330 | $5,946+40.1% | $7,353+13.3% | $3,952+110.8% |
| Admin fee / account holder | $4,414 | $6,934-36.3% | $10,802-59.1% | $6,261-29.5% |