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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 | $39,000 | $102,385-61.9% | $147,080-73.5% | $80,935-51.8% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 26.99% | 135.09%-108.1pp | 420.17%-393.2pp | 35.66%-8.7pp |
| Employer contribution / active EE | $7,325 | $3,717+97.1% | $4,933+48.5% | $2,757+165.7% |
| Participant deferral / active EE | $10,145 | $6,651+52.5% | $8,066+25.8% | $4,299+136.0% |
| Admin fee / account holder | $854 | $7,951-89.3% | $12,989-93.4% | $6,924-87.7% |