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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 | $99,875-66.3% | $146,866-77.1% | $86,983-61.3% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.5%+13.9pp | 69.5%+26.9pp |
| Annual return | 56.90% | 28.10%+28.8pp | 102.85%-46.0pp | 25.83%+31.1pp |
| Employer contribution / active EE | $5,620 | $3,224+74.3% | $4,425+27.0% | $2,584+117.5% |
| Participant deferral / active EE | $14,017 | $6,322+121.7% | $7,759+80.7% | $4,194+234.2% |
| Admin fee / account holder | $4,364 | $7,838-44.3% | $13,620-68.0% | $7,856-44.5% |