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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 | $33,867 | $102,385-66.9% | $147,080-77.0% | $80,935-58.2% |
| Participation rate | 95.1% | 75.9%+19.2pp | 82.2%+12.9pp | 67.7%+27.4pp |
| Annual return | 50.90% | 135.09%-84.2pp | 420.17%-369.3pp | 35.66%+15.2pp |
| Employer contribution / active EE | $5,193 | $3,717+39.7% | $4,933+5.3% | $2,757+88.4% |
| Participant deferral / active EE | $13,338 | $6,651+100.5% | $8,066+65.4% | $4,299+210.2% |
| Admin fee / account holder | $3,351 | $7,951-57.9% | $12,989-74.2% | $6,924-51.6% |