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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 | $22,900 | $93,589-75.5% | $135,942-83.2% | $75,181-69.5% |
| Participation rate | 94.7% | 75.2%+19.5pp | 81.9%+12.8pp | 67.2%+27.5pp |
| Annual return | 70.04% | 30.90%+39.1pp | 68.28%+1.8pp | 160.69%-90.6pp |
| Employer contribution / active EE | $4,820 | $3,537+36.2% | $4,858-0.8% | $2,671+80.5% |
| Participant deferral / active EE | $10,026 | $6,405+56.5% | $7,759+29.2% | $4,126+143.0% |
| Admin fee / account holder | $2,958 | $6,977-57.6% | $10,764-72.5% | $5,650-47.7% |