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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 | $102,382-37.0% | $147,005-56.1% | $80,874-20.2% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.2%+16.5pp | 67.6%+31.0pp |
| Annual return | 91.94% | 134.89%-43.0pp | 418.76%-326.8pp | 35.62%+56.3pp |
| Employer contribution / active EE | $8,464 | $3,715+127.8% | $4,934+71.5% | $2,756+207.1% |
| Participant deferral / active EE | $17,129 | $6,646+157.7% | $8,070+112.3% | $4,297+298.6% |
| Admin fee / account holder | $14,371 | $7,942+80.9% | $13,006+10.5% | $6,935+107.2% |