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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 | $82,391 | $111,814-26.3% | $93,654-12.0% | $145,959-43.6% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 20.91% | 203.30%-182.4pp | 133.34%-112.4pp | 561.95%-541.0pp |
| Employer contribution / active EE | $10,687 | $3,092+245.7% | $2,421+341.5% | $4,661+129.3% |
| Participant deferral / active EE | $12,722 | $4,914+158.9% | $4,413+188.3% | $6,689+90.2% |
| Admin fee / account holder | $476 | $10,246-95.4% | $8,282-94.3% | $13,398-96.4% |