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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 | $111,878-26.4% | $93,727-12.1% | $145,897-43.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 20.91% | 204.28%-183.4pp | 133.83%-112.9pp | 552.29%-531.4pp |
| Employer contribution / active EE | $10,687 | $3,092+245.6% | $2,421+341.4% | $4,663+129.2% |
| Participant deferral / active EE | $12,722 | $4,920+158.5% | $4,417+188.0% | $6,689+90.2% |
| Admin fee / account holder | $476 | $10,256-95.4% | $8,292-94.3% | $13,390-96.4% |