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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 | $77,804 | $102,429-24.0% | $147,096-47.1% | $80,925-3.9% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 14.60% | 135.02%-120.4pp | 419.75%-405.2pp | 35.65%-21.1pp |
| Employer contribution / active EE | $10,338 | $3,716+178.2% | $4,936+109.4% | $2,756+275.1% |
| Participant deferral / active EE | $10,986 | $6,649+65.2% | $8,071+36.1% | $4,299+155.6% |
| Admin fee / account holder | $3,981 | $7,957-50.0% | $13,005-69.4% | $6,940-42.6% |