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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 | $102,429-64.7% | $147,096-75.4% | $80,925-55.3% |
| Participation rate | 93.2% | 75.9%+17.4pp | 82.2%+11.0pp | 67.7%+25.6pp |
| Annual return | 27.48% | 135.02%-107.5pp | 419.75%-392.3pp | 35.65%-8.2pp |
| Employer contribution / active EE | $4,741 | $3,716+27.6% | $4,936-4.0% | $2,756+72.0% |
| Participant deferral / active EE | $13,119 | $6,649+97.3% | $8,071+62.5% | $4,299+205.2% |
| Admin fee / account holder | $12,455 | $7,957+56.5% | $13,005-4.2% | $6,940+79.5% |