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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 | $79,433 | $114,130-30.4% | $96,192-17.4% | $167,553-52.6% |
| Participation rate | 95.5% | 75.1%+20.4pp | 68.4%+27.0pp | 82.1%+13.3pp |
| Annual return | 15.60% | 190.07%-174.5pp | 192.09%-176.5pp | 478.89%-463.3pp |
| Employer contribution / active EE | $4,967 | $3,431+44.8% | $2,799+77.4% | $4,840+2.6% |
| Participant deferral / active EE | $8,699 | $5,198+67.3% | $4,351+99.9% | $6,343+37.1% |
| Admin fee / account holder | $4,315 | $6,901-37.5% | $5,539-22.1% | $12,316-65.0% |