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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 | $102,429-23.7% | $147,096-46.9% | $80,925-3.4% |
| Participation rate | 96.8% | 75.9%+21.0pp | 82.2%+14.6pp | 67.7%+29.2pp |
| Annual return | 22.52% | 135.02%-112.5pp | 419.75%-397.2pp | 35.65%-13.1pp |
| Employer contribution / active EE | $5,245 | $3,716+41.2% | $4,936+6.3% | $2,756+90.3% |
| Participant deferral / active EE | $16,790 | $6,649+152.5% | $8,071+108.0% | $4,299+290.6% |
| Admin fee / account holder | $5,919 | $7,957-25.6% | $13,005-54.5% | $6,940-14.7% |