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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 | $78,398 | $102,393-23.4% | $147,041-46.7% | $80,911-3.1% |
| Participation rate | 94.4% | 75.9%+18.6pp | 82.2%+12.3pp | 67.6%+26.8pp |
| Annual return | 19.64% | 134.95%-115.3pp | 419.21%-399.6pp | 35.63%-16.0pp |
| Employer contribution / active EE | $4,930 | $3,715+32.7% | $4,935-0.1% | $2,756+78.9% |
| Participant deferral / active EE | $8,816 | $6,647+32.6% | $8,071+9.2% | $4,297+105.2% |
| Admin fee / account holder | $11,968 | $7,943+50.7% | $13,006-8.0% | $6,935+72.6% |