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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 | $90,530-24.8% | $76,030-10.4% | $145,897-53.3% |
| Participation rate | 95.2% | 74.4%+20.8pp | 69.1%+26.2pp | 80.3%+14.9pp |
| Annual return | 11.93% | 625.08%-613.2pp | 361.54%-349.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $8,430 | $3,319+154.0% | $2,688+213.7% | $4,663+80.8% |
| Participant deferral / active EE | $4,716 | $5,164-8.7% | $4,257+10.8% | $6,689-29.5% |
| Admin fee / account holder | $1,211 | $8,383-85.6% | $6,421-81.1% | $13,390-91.0% |