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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 | $57,191 | $102,385-44.1% | $147,080-61.1% | $80,935-29.3% |
| Participation rate | 85.7% | 75.9%+9.8pp | 82.2%+3.5pp | 67.7%+18.1pp |
| Annual return | 18.31% | 135.09%-116.8pp | 420.17%-401.9pp | 35.66%-17.4pp |
| Employer contribution / active EE | $6,418 | $3,717+72.7% | $4,933+30.1% | $2,757+132.8% |
| Participant deferral / active EE | $12,882 | $6,651+93.7% | $8,066+59.7% | $4,299+199.6% |
| Admin fee / account holder | $3,967 | $7,951-50.1% | $12,989-69.5% | $6,924-42.7% |