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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 | $102,422-25.3% | $147,117-48.0% | $80,959-5.5% |
| Participation rate | 94.7% | 75.9%+18.9pp | 82.2%+12.6pp | 67.7%+27.1pp |
| Annual return | 22.74% | 135.16%-112.4pp | 420.54%-397.8pp | 35.67%-12.9pp |
| Employer contribution / active EE | $5,323 | $3,717+43.2% | $4,932+7.9% | $2,757+93.1% |
| Participant deferral / active EE | $9,712 | $6,652+46.0% | $8,065+20.4% | $4,300+125.8% |
| Admin fee / account holder | $1,752 | $7,953-78.0% | $12,993-86.5% | $6,925-74.7% |