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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 | $51,839 | $93,589-44.6% | $135,942-61.9% | $75,181-31.0% |
| Participation rate | 98.0% | 75.2%+22.8pp | 81.9%+16.1pp | 67.2%+30.8pp |
| Annual return | 45.21% | 30.90%+14.3pp | 68.28%-23.1pp | 160.69%-115.5pp |
| Employer contribution / active EE | $6,952 | $3,537+96.5% | $4,858+43.1% | $2,671+160.3% |
| Participant deferral / active EE | $16,478 | $6,405+157.3% | $7,759+112.4% | $4,126+299.4% |
| Admin fee / account holder | $4,743 | $6,977-32.0% | $10,764-55.9% | $5,650-16.0% |