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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 | $78,702 | $95,406-17.5% | $185,849-57.7% | $85,847-8.3% |
| Participation rate | 95.7% | 68.8%+26.9pp | 81.7%+13.9pp | 69.3%+26.3pp |
| Annual return | 13.66% | 23.59%-9.9pp | 122.10%-108.4pp | 318.61%-304.9pp |
| Employer contribution / active EE | $8,702 | $3,314+162.6% | $5,169+68.4% | $2,565+239.2% |
| Participant deferral / active EE | $8,407 | $3,424+145.6% | $5,569+51.0% | $3,952+112.7% |
| Admin fee / account holder | $1,656 | $7,214-77.0% | $16,244-89.8% | $6,261-73.5% |