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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 | $102,429-25.3% | $147,096-48.0% | $80,925-5.5% |
| Participation rate | 94.7% | 75.9%+18.9pp | 82.2%+12.6pp | 67.7%+27.1pp |
| Annual return | 22.74% | 135.02%-112.3pp | 419.75%-397.0pp | 35.65%-12.9pp |
| Employer contribution / active EE | $5,323 | $3,716+43.3% | $4,936+7.8% | $2,756+93.1% |
| Participant deferral / active EE | $9,712 | $6,649+46.1% | $8,071+20.3% | $4,299+125.9% |
| Admin fee / account holder | $1,752 | $7,957-78.0% | $13,005-86.5% | $6,940-74.8% |