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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 | $74,511 | $102,429-27.3% | $147,096-49.3% | $80,925-7.9% |
| Participation rate | 97.1% | 75.9%+21.2pp | 82.2%+14.9pp | 67.7%+29.4pp |
| Annual return | 18.66% | 135.02%-116.4pp | 419.75%-401.1pp | 35.65%-17.0pp |
| Employer contribution / active EE | $5,011 | $3,716+34.9% | $4,936+1.5% | $2,756+81.8% |
| Participant deferral / active EE | $10,659 | $6,649+60.3% | $8,071+32.1% | $4,299+148.0% |
| Admin fee / account holder | $11,751 | $7,957+47.7% | $13,005-9.6% | $6,940+69.3% |