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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 | $68,087 | $90,614-24.9% | $76,089-10.5% | $145,877-53.3% |
| Participation rate | 95.2% | 74.5%+20.7pp | 69.1%+26.2pp | 80.3%+14.9pp |
| Annual return | 11.93% | 623.80%-611.9pp | 360.94%-349.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $8,430 | $3,324+153.6% | $2,690+213.4% | $4,663+80.8% |
| Participant deferral / active EE | $4,716 | $5,168-8.7% | $4,259+10.7% | $6,691-29.5% |
| Admin fee / account holder | $1,211 | $8,376-85.5% | $6,418-81.1% | $13,402-91.0% |