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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 | $60,508 | $102,429-40.9% | $147,096-58.9% | $80,925-25.2% |
| Participation rate | 94.9% | 75.9%+19.1pp | 82.2%+12.7pp | 67.7%+27.3pp |
| Annual return | 30.28% | 135.02%-104.7pp | 419.75%-389.5pp | 35.65%-5.4pp |
| Employer contribution / active EE | $7,033 | $3,716+89.3% | $4,936+42.5% | $2,756+155.2% |
| Participant deferral / active EE | $18,608 | $6,649+179.9% | $8,071+130.5% | $4,299+332.9% |
| Admin fee / account holder | $5,143 | $7,957-35.4% | $13,005-60.5% | $6,940-25.9% |