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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 | $59,316 | $105,210-43.6% | $159,487-62.8% | $85,851-30.9% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.8%+13.9pp | 69.3%+27.5pp |
| Annual return | 14.62% | 45.08%-30.5pp | 263.71%-249.1pp | 318.63%-304.0pp |
| Employer contribution / active EE | $9,243 | $3,319+178.5% | $4,831+91.3% | $2,565+260.3% |
| Participant deferral / active EE | $7,628 | $5,946+28.3% | $7,354+3.7% | $3,952+93.0% |
| Admin fee / account holder | $1,019 | $6,934-85.3% | $10,804-90.6% | $6,261-83.7% |