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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 | $55,282 | $80,753-31.5% | $136,298-59.4% | $62,293-11.3% |
| Participation rate | 98.4% | 73.5%+24.8pp | 81.9%+16.4pp | 69.5%+28.8pp |
| Annual return | 36.02% | 35.83%+0.2pp | 5156.27%-5120.2pp | 28.90%+7.1pp |
| Employer contribution / active EE | $5,528 | $2,884+91.7% | $4,696+17.7% | $2,042+170.7% |
| Participant deferral / active EE | $11,953 | $5,164+131.5% | $6,247+91.3% | $3,169+277.2% |
| Admin fee / account holder | $3,484 | $525+563.1% | $9,244-62.3% | $479+626.9% |