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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 | $69,005 | $102,393-32.6% | $147,041-53.1% | $80,911-14.7% |
| Participation rate | 82.5% | 75.9%+6.6pp | 82.2%+0.3pp | 67.6%+14.9pp |
| Annual return | 12.53% | 134.95%-122.4pp | 419.21%-406.7pp | 35.63%-23.1pp |
| Employer contribution / active EE | $7,049 | $3,715+89.7% | $4,935+42.8% | $2,756+155.8% |
| Participant deferral / active EE | $4,608 | $6,647-30.7% | $8,071-42.9% | $4,297+7.2% |
| Admin fee / account holder | $1,702 | $7,943-78.6% | $13,006-86.9% | $6,935-75.5% |