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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 | $55,953 | $77,157-27.5% | $108,405-48.4% | $85,847-34.8% |
| Participation rate | 85.5% | 74.7%+10.9pp | 80.1%+5.4pp | 69.3%+16.2pp |
| Annual return | 23.74% | 44.55%-20.8pp | 905.55%-881.8pp | 318.61%-294.9pp |
| Employer contribution / active EE | $14,115 | $2,379+493.2% | $3,559+296.6% | $2,565+450.2% |
| Participant deferral / active EE | $16,440 | $5,567+195.3% | $6,563+150.5% | $3,952+316.0% |
| Admin fee / account holder | $4,446 | $5,174-14.1% | $7,297-39.1% | $6,261-29.0% |