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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 | $74,205 | $102,393-27.5% | $147,041-49.5% | $80,911-8.3% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.6%+21.2pp |
| Annual return | 17.12% | 134.95%-117.8pp | 419.21%-402.1pp | 35.63%-18.5pp |
| Employer contribution / active EE | $4,994 | $3,715+34.4% | $4,935+1.2% | $2,756+81.2% |
| Participant deferral / active EE | $11,084 | $6,647+66.8% | $8,071+37.3% | $4,297+157.9% |
| Admin fee / account holder | $3,672 | $7,943-53.8% | $13,006-71.8% | $6,935-47.1% |