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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 | $57,665 | $102,393-43.7% | $147,041-60.8% | $80,911-28.7% |
| Participation rate | 94.7% | 75.9%+18.9pp | 82.2%+12.6pp | 67.6%+27.1pp |
| Annual return | 19.81% | 134.95%-115.1pp | 419.21%-399.4pp | 35.63%-15.8pp |
| Employer contribution / active EE | $5,514 | $3,715+48.4% | $4,935+11.7% | $2,756+100.1% |
| Participant deferral / active EE | $10,572 | $6,647+59.1% | $8,071+31.0% | $4,297+146.0% |
| Admin fee / account holder | $4,647 | $7,943-41.5% | $13,006-64.3% | $6,935-33.0% |