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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 | $65,533 | $102,382-36.0% | $147,005-55.4% | $80,874-19.0% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.2%+16.5pp | 67.6%+31.1pp |
| Annual return | 22.64% | 134.89%-112.3pp | 418.76%-396.1pp | 35.62%-13.0pp |
| Employer contribution / active EE | $5,728 | $3,715+54.2% | $4,934+16.1% | $2,756+107.9% |
| Participant deferral / active EE | $7,161 | $6,646+7.7% | $8,070-11.3% | $4,297+66.6% |
| Admin fee / account holder | $841 | $7,942-89.4% | $13,006-93.5% | $6,935-87.9% |