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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 | $102,393-43.1% | $147,041-60.4% | $80,911-28.0% |
| Participation rate | 96.4% | 75.9%+20.6pp | 82.2%+14.3pp | 67.6%+28.8pp |
| Annual return | 14.61% | 134.95%-120.3pp | 419.21%-404.6pp | 35.63%-21.0pp |
| Employer contribution / active EE | $14,666 | $3,715+294.7% | $4,935+197.2% | $2,756+432.2% |
| Participant deferral / active EE | $14,298 | $6,647+115.1% | $8,071+77.2% | $4,297+232.7% |
| Admin fee / account holder | $4,862 | $7,943-38.8% | $13,006-62.6% | $6,935-29.9% |