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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 | $58,036 | $63,346-8.4% | $92,240-37.1% | $70,126-17.2% |
| Participation rate | 96.4% | 68.7%+27.8pp | 76.5%+19.9pp | 69.5%+26.9pp |
| Annual return | 16.90% | 530.19%-513.3pp | 176.29%-159.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $11,573 | $2,471+368.3% | $3,680+214.5% | $2,343+394.1% |
| Participant deferral / active EE | $1,468 | $2,854-48.5% | $3,897-62.3% | $3,332-55.9% |
| Admin fee / account holder | $16,828 | $3,841+338.1% | $5,194+224.0% | $4,645+262.2% |