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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 | $58,250 | $102,429-43.1% | $147,096-60.4% | $80,925-28.0% |
| Participation rate | 96.4% | 75.9%+20.6pp | 82.2%+14.2pp | 67.7%+28.8pp |
| Annual return | 14.61% | 135.02%-120.4pp | 419.75%-405.1pp | 35.65%-21.0pp |
| Employer contribution / active EE | $14,666 | $3,716+294.7% | $4,936+197.1% | $2,756+432.1% |
| Participant deferral / active EE | $14,298 | $6,649+115.0% | $8,071+77.1% | $4,299+232.6% |
| Admin fee / account holder | $4,862 | $7,957-38.9% | $13,005-62.6% | $6,940-29.9% |