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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 | $73,548 | $102,422-28.2% | $147,117-50.0% | $80,959-9.2% |
| Participation rate | 90.3% | 75.9%+14.4pp | 82.2%+8.1pp | 67.7%+22.7pp |
| Annual return | 60.75% | 135.16%-74.4pp | 420.54%-359.8pp | 35.67%+25.1pp |
| Employer contribution / active EE | $9,393 | $3,717+152.7% | $4,932+90.4% | $2,757+240.7% |
| Participant deferral / active EE | $27,995 | $6,652+320.9% | $8,065+247.1% | $4,300+551.0% |
| Admin fee / account holder | $14,356 | $7,953+80.5% | $12,993+10.5% | $6,925+107.3% |