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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 | $58,142 | $102,393-43.2% | $147,041-60.5% | $80,911-28.1% |
| Participation rate | 95.0% | 75.9%+19.1pp | 82.2%+12.8pp | 67.6%+27.4pp |
| Annual return | 14.93% | 134.95%-120.0pp | 419.21%-404.3pp | 35.63%-20.7pp |
| Employer contribution / active EE | $5,363 | $3,715+44.3% | $4,935+8.7% | $2,756+94.6% |
| Participant deferral / active EE | $10,548 | $6,647+58.7% | $8,071+30.7% | $4,297+145.5% |
| Admin fee / account holder | $4,490 | $7,943-43.5% | $13,006-65.5% | $6,935-35.2% |