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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 | $76,218 | $102,429-25.6% | $147,096-48.2% | $80,925-5.8% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.7%+10.1pp |
| Annual return | 19.69% | 135.02%-115.3pp | 419.75%-400.1pp | 35.65%-16.0pp |
| Employer contribution / active EE | $4,878 | $3,716+31.3% | $4,936-1.2% | $2,756+77.0% |
| Participant deferral / active EE | $11,486 | $6,649+72.8% | $8,071+42.3% | $4,299+167.2% |
| Admin fee / account holder | $13,741 | $7,957+72.7% | $13,005+5.7% | $6,940+98.0% |