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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 | $64,548 | $102,385-37.0% | $147,080-56.1% | $80,935-20.2% |
| Participation rate | 98.6% | 75.9%+22.8pp | 82.2%+16.4pp | 67.7%+31.0pp |
| Annual return | 91.94% | 135.09%-43.2pp | 420.17%-328.2pp | 35.66%+56.3pp |
| Employer contribution / active EE | $8,464 | $3,717+127.7% | $4,933+71.6% | $2,757+207.0% |
| Participant deferral / active EE | $17,129 | $6,651+157.5% | $8,066+112.3% | $4,299+298.4% |
| Admin fee / account holder | $14,371 | $7,951+80.7% | $12,989+10.6% | $6,924+107.5% |