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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 | $111,785-26.3% | $93,669-12.0% | $145,877-43.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 20.91% | 203.79%-182.9pp | 133.59%-112.7pp | 551.28%-530.4pp |
| Employer contribution / active EE | $10,687 | $3,096+245.2% | $2,424+341.0% | $4,663+129.2% |
| Participant deferral / active EE | $12,722 | $4,919+158.6% | $4,416+188.1% | $6,691+90.1% |
| Admin fee / account holder | $476 | $10,256-95.4% | $8,291-94.3% | $13,402-96.4% |