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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 | $58,414 | $102,429-43.0% | $147,096-60.3% | $80,925-27.8% |
| Participation rate | 96.9% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.2pp |
| Annual return | 24.58% | 135.02%-110.4pp | 419.75%-395.2pp | 35.65%-11.1pp |
| Employer contribution / active EE | $19,394 | $3,716+422.0% | $4,936+292.9% | $2,756+603.6% |
| Participant deferral / active EE | $40,003 | $6,649+501.7% | $8,071+395.6% | $4,299+830.6% |
| Admin fee / account holder | $21,760 | $7,957+173.5% | $13,005+67.3% | $6,940+213.5% |