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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 | $67,338 | $102,422-34.3% | $147,117-54.2% | $80,959-16.8% |
| Participation rate | 90.9% | 75.9%+15.0pp | 82.2%+8.7pp | 67.7%+23.2pp |
| Annual return | 19.14% | 135.16%-116.0pp | 420.54%-401.4pp | 35.67%-16.5pp |
| Employer contribution / active EE | $5,820 | $3,717+56.6% | $4,932+18.0% | $2,757+111.1% |
| Participant deferral / active EE | $10,307 | $6,652+55.0% | $8,065+27.8% | $4,300+139.7% |
| Admin fee / account holder | $2,911 | $7,953-63.4% | $12,993-77.6% | $6,925-58.0% |