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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 | $102,422-30.1% | $147,117-51.3% | $80,959-11.6% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 21.60% | 135.16%-113.6pp | 420.54%-398.9pp | 35.67%-14.1pp |
| Employer contribution / active EE | $10,069 | $3,717+170.9% | $4,932+104.1% | $2,757+265.2% |
| Participant deferral / active EE | $14,081 | $6,652+111.7% | $8,065+74.6% | $4,300+227.4% |
| Admin fee / account holder | $7,050 | $7,953-11.4% | $12,993-45.7% | $6,925+1.8% |