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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 | $57,722 | $102,393-43.6% | $147,041-60.7% | $80,911-28.7% |
| Participation rate | 98.9% | 75.9%+23.1pp | 82.2%+16.8pp | 67.6%+31.3pp |
| Annual return | 19.23% | 134.95%-115.7pp | 419.21%-400.0pp | 35.63%-16.4pp |
| Employer contribution / active EE | $5,644 | $3,715+51.9% | $4,935+14.4% | $2,756+104.8% |
| Participant deferral / active EE | $9,886 | $6,647+48.7% | $8,071+22.5% | $4,297+130.1% |
| Admin fee / account holder | $4,232 | $7,943-46.7% | $13,006-67.5% | $6,935-39.0% |