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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 | $60,179 | $102,429-41.2% | $147,096-59.1% | $80,925-25.6% |
| Participation rate | 93.3% | 75.9%+17.5pp | 82.2%+11.2pp | 67.7%+25.7pp |
| Annual return | 64.35% | 135.02%-70.7pp | 419.75%-355.4pp | 35.65%+28.7pp |
| Employer contribution / active EE | $5,341 | $3,716+43.7% | $4,936+8.2% | $2,756+93.8% |
| Participant deferral / active EE | $10,268 | $6,649+54.4% | $8,071+27.2% | $4,299+138.9% |
| Admin fee / account holder | $4,185 | $7,957-47.4% | $13,005-67.8% | $6,940-39.7% |