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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 | $39,483 | $72,071-45.2% | $68,368-42.2% | $137,256-71.2% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.0%+15.0pp |
| Annual return | 18.36% | 353.14%-334.8pp | 292.57%-274.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $9,510 | $2,788+241.1% | $2,649+259.0% | $4,156+128.8% |
| Participant deferral / active EE | $12,597 | $4,410+185.7% | $4,123+205.6% | $6,407+96.6% |
| Admin fee / account holder | $5,778 | $5,336+8.3% | $5,150+12.2% | $12,270-52.9% |