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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 | $102,422-27.3% | $147,117-49.4% | $80,959-8.0% |
| Participation rate | 97.1% | 75.9%+21.2pp | 82.2%+14.9pp | 67.7%+29.4pp |
| Annual return | 18.66% | 135.16%-116.5pp | 420.54%-401.9pp | 35.67%-17.0pp |
| Employer contribution / active EE | $5,011 | $3,717+34.8% | $4,932+1.6% | $2,757+81.8% |
| Participant deferral / active EE | $10,659 | $6,652+60.2% | $8,065+32.2% | $4,300+147.9% |
| Admin fee / account holder | $11,751 | $7,953+47.7% | $12,993-9.6% | $6,925+69.7% |