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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 | $102,382-24.0% | $147,005-47.1% | $80,874-3.8% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 14.60% | 134.89%-120.3pp | 418.76%-404.2pp | 35.62%-21.0pp |
| Employer contribution / active EE | $10,338 | $3,715+178.3% | $4,934+109.5% | $2,756+275.2% |
| Participant deferral / active EE | $10,986 | $6,646+65.3% | $8,070+36.1% | $4,297+155.7% |
| Admin fee / account holder | $3,981 | $7,942-49.9% | $13,006-69.4% | $6,935-42.6% |