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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 | $66,202 | $105,160-37.0% | $94,679-30.1% | $139,456-52.5% |
| Participation rate | 95.2% | 82.4%+12.9pp | 80.8%+14.4pp | 80.3%+14.9pp |
| Annual return | 22.64% | 38.04%-15.4pp | 156.75%-134.1pp | 373.45%-350.8pp |
| Employer contribution / active EE | $8,683 | $4,107+111.4% | $3,673+136.4% | $4,753+82.7% |
| Participant deferral / active EE | $15,676 | $7,599+106.3% | $7,417+111.3% | $6,711+133.6% |
| Admin fee / account holder | $458 | $8,988-94.9% | $7,233-93.7% | $11,407-96.0% |