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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 | $72,907 | $102,382-28.8% | $147,005-50.4% | $80,874-9.9% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.2%+9.8pp | 67.6%+24.3pp |
| Annual return | 31.39% | 134.89%-103.5pp | 418.76%-387.4pp | 35.62%-4.2pp |
| Employer contribution / active EE | $6,432 | $3,715+73.1% | $4,934+30.4% | $2,756+133.4% |
| Participant deferral / active EE | $15,212 | $6,646+128.9% | $8,070+88.5% | $4,297+254.0% |
| Admin fee / account holder | $4,419 | $7,942-44.4% | $13,006-66.0% | $6,935-36.3% |