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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 | $64,237 | $102,393-37.3% | $147,041-56.3% | $80,911-20.6% |
| Participation rate | 94.4% | 75.9%+18.6pp | 82.2%+12.3pp | 67.6%+26.8pp |
| Annual return | 14.93% | 134.95%-120.0pp | 419.21%-404.3pp | 35.63%-20.7pp |
| Employer contribution / active EE | $2,108 | $3,715-43.3% | $4,935-57.3% | $2,756-23.5% |
| Participant deferral / active EE | $7,963 | $6,647+19.8% | $8,071-1.3% | $4,297+85.3% |
| Admin fee / account holder | $8,410 | $7,943+5.9% | $13,006-35.3% | $6,935+21.3% |