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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 | $57,701 | $102,393-43.6% | $147,041-60.8% | $80,911-28.7% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.6%+28.6pp |
| Annual return | 17.04% | 134.95%-117.9pp | 419.21%-402.2pp | 35.63%-18.6pp |
| Employer contribution / active EE | $8,728 | $3,715+134.9% | $4,935+76.9% | $2,756+216.7% |
| Participant deferral / active EE | $19,260 | $6,647+189.8% | $8,071+138.6% | $4,297+348.2% |
| Admin fee / account holder | $9,285 | $7,943+16.9% | $13,006-28.6% | $6,935+33.9% |