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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 | $77,270 | $102,393-24.5% | $147,041-47.4% | $80,911-4.5% |
| Participation rate | 93.3% | 75.9%+17.4pp | 82.2%+11.1pp | 67.6%+25.6pp |
| Annual return | 12.20% | 134.95%-122.7pp | 419.21%-407.0pp | 35.63%-23.4pp |
| Employer contribution / active EE | $5,053 | $3,715+36.0% | $4,935+2.4% | $2,756+83.4% |
| Participant deferral / active EE | $10,318 | $6,647+55.2% | $8,071+27.8% | $4,297+140.1% |
| Admin fee / account holder | $23,025 | $7,943+189.9% | $13,006+77.0% | $6,935+232.0% |