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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 | $91,034 | $49,199+85.0% | $121,204-24.9% | $75,173+21.1% |
| Participation rate | 72.7% | 55.4%+17.3pp | 69.5%+3.2pp | 67.2%+5.5pp |
| Annual return | 20.38% | 56.04%-35.7pp | 987.18%-966.8pp | 160.72%-140.3pp |
| Employer contribution / active EE | $5,832 | $1,547+276.9% | $4,170+39.9% | $2,671+118.4% |
| Participant deferral / active EE | $6,630 | $2,630+152.1% | $4,083+62.4% | $4,126+60.7% |
| Admin fee / account holder | $596 | $3,946-84.9% | $5,651-89.5% | $5,651-89.5% |