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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 | $33,624 | $107,421-68.7% | $182,262-81.6% | $94,015-64.2% |
| Participation rate | 96.4% | 77.8%+18.6pp | 84.2%+12.2pp | 70.8%+25.6pp |
| Annual return | 56.90% | 21.32%+35.6pp | 140.60%-83.7pp | 17.84%+39.1pp |
| Employer contribution / active EE | $5,620 | $3,448+63.0% | $5,046+11.4% | $2,790+101.4% |
| Participant deferral / active EE | $14,017 | $6,558+113.8% | $8,276+69.4% | $4,249+229.9% |
| Admin fee / account holder | $4,364 | $8,692-49.8% | $16,712-73.9% | $8,951-51.3% |