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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 | $102,429-30.1% | $147,096-51.3% | $80,925-11.5% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 21.60% | 135.02%-113.4pp | 419.75%-398.1pp | 35.65%-14.1pp |
| Employer contribution / active EE | $10,069 | $3,716+171.0% | $4,936+104.0% | $2,756+265.3% |
| Participant deferral / active EE | $14,081 | $6,649+111.8% | $8,071+74.5% | $4,299+227.6% |
| Admin fee / account holder | $7,050 | $7,957-11.4% | $13,005-45.8% | $6,940+1.6% |