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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 | $37,250 | $98,776-62.3% | $149,745-75.1% | $79,856-53.4% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.5%+4.2pp | 69.6%+17.0pp |
| Annual return | 58.61% | 27.38%+31.2pp | 276.72%-218.1pp | 31.71%+26.9pp |
| Employer contribution / active EE | $4,019 | $3,217+24.9% | $4,646-13.5% | $2,471+62.6% |
| Participant deferral / active EE | $10,907 | $5,681+92.0% | $6,843+59.4% | $3,741+191.6% |
| Admin fee / account holder | $964 | $6,053-84.1% | $9,312-89.7% | $5,306-81.8% |