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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 | $85,598 | $111,830-23.5% | $93,696-8.6% | $145,884-41.3% |
| Participation rate | 95.0% | 74.2%+20.8pp | 68.7%+26.3pp | 80.3%+14.7pp |
| Annual return | 8.02% | 204.08%-196.1pp | 133.74%-125.7pp | 551.85%-543.8pp |
| Employer contribution / active EE | $5,000 | $3,093+61.7% | $2,422+106.5% | $4,662+7.2% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $13,618 | $10,249+32.9% | $8,287+64.3% | $13,392+1.7% |