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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 | $102,393-36.2% | $147,041-55.5% | $80,911-19.2% |
| Participation rate | 90.7% | 75.9%+14.8pp | 82.2%+8.5pp | 67.6%+23.0pp |
| Annual return | 19.30% | 134.95%-115.6pp | 419.21%-399.9pp | 35.63%-16.3pp |
| Employer contribution / active EE | $4,789 | $3,715+28.9% | $4,935-3.0% | $2,756+73.8% |
| Participant deferral / active EE | $9,438 | $6,647+42.0% | $8,071+16.9% | $4,297+119.6% |
| Admin fee / account holder | $25,779 | $7,943+224.5% | $13,006+98.2% | $6,935+271.7% |