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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 | $93,598-75.5% | $135,974-83.2% | $75,173-69.5% |
| Participation rate | 94.7% | 75.2%+19.5pp | 81.9%+12.8pp | 67.2%+27.5pp |
| Annual return | 70.04% | 30.89%+39.2pp | 68.30%+1.7pp | 160.72%-90.7pp |
| Employer contribution / active EE | $4,820 | $3,538+36.2% | $4,859-0.8% | $2,671+80.4% |
| Participant deferral / active EE | $10,026 | $6,405+56.5% | $7,760+29.2% | $4,126+143.0% |
| Admin fee / account holder | $2,958 | $6,978-57.6% | $10,767-72.5% | $5,651-47.7% |