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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 | $76,499 | $102,382-25.3% | $147,005-48.0% | $80,874-5.4% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.2%+12.6pp | 67.6%+27.1pp |
| Annual return | 22.74% | 134.89%-112.2pp | 418.76%-396.0pp | 35.62%-12.9pp |
| Employer contribution / active EE | $5,323 | $3,715+43.3% | $4,934+7.9% | $2,756+93.2% |
| Participant deferral / active EE | $9,712 | $6,646+46.1% | $8,070+20.3% | $4,297+126.0% |
| Admin fee / account holder | $1,752 | $7,942-77.9% | $13,006-86.5% | $6,935-74.7% |