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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 | $60,230 | $102,382-41.2% | $147,005-59.0% | $80,874-25.5% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.2%+7.6pp | 67.6%+22.1pp |
| Annual return | 37.60% | 134.89%-97.3pp | 418.76%-381.2pp | 35.62%+2.0pp |
| Employer contribution / active EE | $5,621 | $3,715+51.3% | $4,934+13.9% | $2,756+104.0% |
| Participant deferral / active EE | $10,469 | $6,646+57.5% | $8,070+29.7% | $4,297+143.6% |
| Admin fee / account holder | $11,202 | $7,942+41.0% | $13,006-13.9% | $6,935+61.5% |