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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 | $102,429-28.2% | $147,096-50.0% | $80,925-9.1% |
| Participation rate | 90.3% | 75.9%+14.5pp | 82.2%+8.1pp | 67.7%+22.7pp |
| Annual return | 60.75% | 135.02%-74.3pp | 419.75%-359.0pp | 35.65%+25.1pp |
| Employer contribution / active EE | $9,393 | $3,716+152.8% | $4,936+90.3% | $2,756+240.8% |
| Participant deferral / active EE | $27,995 | $6,649+321.1% | $8,071+246.9% | $4,299+551.3% |
| Admin fee / account holder | $14,356 | $7,957+80.4% | $13,005+10.4% | $6,940+106.8% |