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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 | $79,097 | $102,393-22.8% | $147,041-46.2% | $80,911-2.2% |
| Participation rate | 74.3% | 75.9%-1.6pp | 82.2%-7.9pp | 67.6%+6.6pp |
| Annual return | 29.56% | 134.95%-105.4pp | 419.21%-389.6pp | 35.63%-6.1pp |
| Employer contribution / active EE | $9,887 | $3,715+166.1% | $4,935+100.3% | $2,756+258.8% |
| Participant deferral / active EE | $12,302 | $6,647+85.1% | $8,071+52.4% | $4,297+186.3% |
| Admin fee / account holder | $16,878 | $7,943+112.5% | $13,006+29.8% | $6,935+143.4% |