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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 | $28,959 | $107,368-73.0% | $92,915-68.8% | $152,909-81.1% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.5%+7.5pp |
| Annual return | 38.44% | 145.64%-107.2pp | 109.45%-71.0pp | 345.46%-307.0pp |
| Employer contribution / active EE | $8,947 | $4,222+111.9% | $3,653+144.9% | $4,764+87.8% |
| Participant deferral / active EE | $9,238 | $4,848+90.6% | $4,238+118.0% | $5,851+57.9% |
| Admin fee / account holder | $561 | $7,082-92.1% | $5,796-90.3% | $11,601-95.2% |