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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 | $36,207 | $102,422-64.6% | $147,117-75.4% | $80,959-55.3% |
| Participation rate | 93.2% | 75.9%+17.3pp | 82.2%+11.0pp | 67.7%+25.6pp |
| Annual return | 27.48% | 135.16%-107.7pp | 420.54%-393.1pp | 35.67%-8.2pp |
| Employer contribution / active EE | $4,741 | $3,717+27.5% | $4,932-3.9% | $2,757+71.9% |
| Participant deferral / active EE | $13,119 | $6,652+97.2% | $8,065+62.7% | $4,300+205.1% |
| Admin fee / account holder | $12,455 | $7,953+56.6% | $12,993-4.1% | $6,925+79.8% |