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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 | $69,334 | $102,393-32.3% | $147,041-52.8% | $80,911-14.3% |
| Participation rate | 97.1% | 75.9%+21.2pp | 82.2%+14.9pp | 67.6%+29.4pp |
| Annual return | 15.48% | 134.95%-119.5pp | 419.21%-403.7pp | 35.63%-20.2pp |
| Employer contribution / active EE | $8,806 | $3,715+137.0% | $4,935+78.4% | $2,756+219.5% |
| Participant deferral / active EE | $9,316 | $6,647+40.2% | $8,071+15.4% | $4,297+116.8% |
| Admin fee / account holder | $729 | $7,943-90.8% | $13,006-94.4% | $6,935-89.5% |