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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 | $71,582 | $102,382-30.1% | $147,005-51.3% | $80,874-11.5% |
| Participation rate | 96.8% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 21.60% | 134.89%-113.3pp | 418.76%-397.2pp | 35.62%-14.0pp |
| Employer contribution / active EE | $10,069 | $3,715+171.0% | $4,934+104.1% | $2,756+265.4% |
| Participant deferral / active EE | $14,081 | $6,646+111.9% | $8,070+74.5% | $4,297+227.7% |
| Admin fee / account holder | $7,050 | $7,942-11.2% | $13,006-45.8% | $6,935+1.7% |