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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 | $70,953 | $84,708-16.2% | $75,714-6.3% | $167,536-57.6% |
| Participation rate | 90.5% | 77.8%+12.6pp | 74.8%+15.6pp | 82.1%+8.4pp |
| Annual return | 13.86% | 199.62%-185.8pp | 104.62%-90.8pp | 478.82%-465.0pp |
| Employer contribution / active EE | $4,484 | $3,231+38.8% | $2,744+63.4% | $4,839-7.3% |
| Participant deferral / active EE | $6,358 | $4,577+38.9% | $3,820+66.4% | $6,342+0.3% |
| Admin fee / account holder | $1,026 | $5,358-80.9% | $3,619-71.7% | $12,315-91.7% |