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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 | $117,330 | $102,382+14.6% | $147,005-20.2% | $80,874+45.1% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.2%+15.6pp | 67.6%+30.1pp |
| Annual return | 19.26% | 134.89%-115.6pp | 418.76%-399.5pp | 35.62%-16.4pp |
| Employer contribution / active EE | $13,032 | $3,715+250.8% | $4,934+164.1% | $2,756+372.9% |
| Participant deferral / active EE | $20,221 | $6,646+204.2% | $8,070+150.6% | $4,297+370.6% |
| Admin fee / account holder | $577 | $7,942-92.7% | $13,006-95.6% | $6,935-91.7% |