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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 | $33,566 | $102,393-67.2% | $147,041-77.2% | $80,911-58.5% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 41.84% | 134.95%-93.1pp | 419.21%-377.4pp | 35.63%+6.2pp |
| Employer contribution / active EE | $3,675 | $3,715-1.1% | $4,935-25.5% | $2,756+33.4% |
| Participant deferral / active EE | $7,896 | $6,647+18.8% | $8,071-2.2% | $4,297+83.8% |
| Admin fee / account holder | $10,746 | $7,943+35.3% | $13,006-17.4% | $6,935+55.0% |