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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 | $102,422+14.6% | $147,117-20.2% | $80,959+44.9% |
| Participation rate | 97.7% | 75.9%+21.9pp | 82.2%+15.5pp | 67.7%+30.1pp |
| Annual return | 19.26% | 135.16%-115.9pp | 420.54%-401.3pp | 35.67%-16.4pp |
| Employer contribution / active EE | $13,032 | $3,717+250.6% | $4,932+164.2% | $2,757+372.7% |
| Participant deferral / active EE | $20,221 | $6,652+204.0% | $8,065+150.7% | $4,300+370.2% |
| Admin fee / account holder | $577 | $7,953-92.8% | $12,993-95.6% | $6,925-91.7% |