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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 | $65,369 | $102,422-36.2% | $147,117-55.6% | $80,959-19.3% |
| Participation rate | 90.7% | 75.9%+14.8pp | 82.2%+8.5pp | 67.7%+23.0pp |
| Annual return | 19.30% | 135.16%-115.9pp | 420.54%-401.2pp | 35.67%-16.4pp |
| Employer contribution / active EE | $4,789 | $3,717+28.8% | $4,932-2.9% | $2,757+73.7% |
| Participant deferral / active EE | $9,438 | $6,652+41.9% | $8,065+17.0% | $4,300+119.5% |
| Admin fee / account holder | $25,779 | $7,953+224.1% | $12,993+98.4% | $6,925+272.2% |