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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 | $70,767 | $110,093-35.7% | $97,295-27.3% | $145,897-51.5% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.7pp | 80.3%+3.0pp |
| Annual return | 10.43% | 244.76%-234.3pp | 75.62%-65.2pp | 552.29%-541.9pp |
| Employer contribution / active EE | $9,900 | $3,077+221.7% | $2,723+263.6% | $4,663+112.3% |
| Participant deferral / active EE | $6,575 | $4,678+40.6% | $4,264+54.2% | $6,689-1.7% |
| Admin fee / account holder | $4,696 | $6,212-24.4% | $5,646-16.8% | $13,390-64.9% |