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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 | $24,743 | $105,145-76.5% | $94,664-73.9% | $139,466-82.3% |
| Participation rate | 88.9% | 82.4%+6.5pp | 80.8%+8.1pp | 80.3%+8.6pp |
| Annual return | 55.26% | 38.09%+17.2pp | 156.84%-101.6pp | 373.66%-318.4pp |
| Employer contribution / active EE | $7,679 | $4,107+87.0% | $3,673+109.1% | $4,754+61.5% |
| Participant deferral / active EE | $20,119 | $7,599+164.8% | $7,417+171.2% | $6,712+199.8% |
| Admin fee / account holder | $4,655 | $8,972-48.1% | $7,222-35.5% | $11,409-59.2% |