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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 | $67,482 | $102,393-34.1% | $147,041-54.1% | $80,911-16.6% |
| Participation rate | 71.8% | 75.9%-4.1pp | 82.2%-10.4pp | 67.6%+4.1pp |
| Annual return | 16.95% | 134.95%-118.0pp | 419.21%-402.3pp | 35.63%-18.7pp |
| Employer contribution / active EE | $5,069 | $3,715+36.4% | $4,935+2.7% | $2,756+83.9% |
| Participant deferral / active EE | $11,768 | $6,647+77.0% | $8,071+45.8% | $4,297+173.9% |
| Admin fee / account holder | $12,178 | $7,943+53.3% | $13,006-6.4% | $6,935+75.6% |