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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 | $102,429-34.3% | $147,096-54.2% | $80,925-16.8% |
| Participation rate | 90.9% | 75.9%+15.0pp | 82.2%+8.7pp | 67.7%+23.3pp |
| Annual return | 19.14% | 135.02%-115.9pp | 419.75%-400.6pp | 35.65%-16.5pp |
| Employer contribution / active EE | $5,820 | $3,716+56.6% | $4,936+17.9% | $2,756+111.2% |
| Participant deferral / active EE | $10,307 | $6,649+55.0% | $8,071+27.7% | $4,299+139.8% |
| Admin fee / account holder | $2,911 | $7,957-63.4% | $13,005-77.6% | $6,940-58.0% |