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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 | $72,441 | $93,598-22.6% | $135,974-46.7% | $75,173-3.6% |
| Participation rate | 90.2% | 75.2%+15.0pp | 81.9%+8.3pp | 67.2%+23.0pp |
| Annual return | 40.70% | 30.89%+9.8pp | 68.30%-27.6pp | 160.72%-120.0pp |
| Employer contribution / active EE | $8,711 | $3,538+146.2% | $4,859+79.3% | $2,671+226.2% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $42,265 | $6,978+505.7% | $10,767+292.6% | $5,651+648.0% |