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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 | $50,363 | $105,198-52.1% | $159,455-68.4% | $85,856-41.3% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.8%+15.8pp | 69.3%+29.3pp |
| Annual return | 19.51% | 45.08%-25.6pp | 263.63%-244.1pp | 318.58%-299.1pp |
| Employer contribution / active EE | $5,295 | $3,319+59.5% | $4,830+9.6% | $2,565+106.4% |
| Participant deferral / active EE | $6,206 | $5,946+4.4% | $7,353-15.6% | $3,952+57.0% |
| Admin fee / account holder | $5,487 | $6,934-20.9% | $10,800-49.2% | $6,261-12.4% |