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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 | $64,680 | $109,411-40.9% | $89,435-27.7% | $158,982-59.3% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.0%+22.9pp | 82.0%+8.9pp |
| Annual return | 19.95% | 345.68%-325.7pp | 245.55%-225.6pp | 302.99%-283.0pp |
| Employer contribution / active EE | $8,192 | $3,173+158.2% | $2,587+216.6% | $4,763+72.0% |
| Participant deferral / active EE | $16,806 | $4,600+265.4% | $3,890+332.0% | $5,983+180.9% |
| Admin fee / account holder | $2,175 | $6,159-64.7% | $4,884-55.5% | $11,252-80.7% |