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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 | $78,173 | $102,385-23.6% | $147,080-46.9% | $80,935-3.4% |
| Participation rate | 96.8% | 75.9%+21.0pp | 82.2%+14.6pp | 67.7%+29.2pp |
| Annual return | 22.52% | 135.09%-112.6pp | 420.17%-397.6pp | 35.66%-13.1pp |
| Employer contribution / active EE | $5,245 | $3,717+41.1% | $4,933+6.3% | $2,757+90.3% |
| Participant deferral / active EE | $16,790 | $6,651+152.4% | $8,066+108.1% | $4,299+290.5% |
| Admin fee / account holder | $5,919 | $7,951-25.6% | $12,989-54.4% | $6,924-14.5% |