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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 | $53,864 | $102,385-47.4% | $147,080-63.4% | $80,935-33.4% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 19.38% | 135.09%-115.7pp | 420.17%-400.8pp | 35.66%-16.3pp |
| Employer contribution / active EE | $11,174 | $3,717+200.6% | $4,933+126.5% | $2,757+305.3% |
| Participant deferral / active EE | $8,913 | $6,651+34.0% | $8,066+10.5% | $4,299+107.3% |
| Admin fee / account holder | $20,863 | $7,951+162.4% | $12,989+60.6% | $6,924+201.3% |