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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 | $72,907 | $102,422-28.8% | $147,117-50.4% | $80,959-9.9% |
| Participation rate | 91.9% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 31.39% | 135.16%-103.8pp | 420.54%-389.2pp | 35.67%-4.3pp |
| Employer contribution / active EE | $6,432 | $3,717+73.0% | $4,932+30.4% | $2,757+133.3% |
| Participant deferral / active EE | $15,212 | $6,652+128.7% | $8,065+88.6% | $4,300+253.7% |
| Admin fee / account holder | $4,419 | $7,953-44.4% | $12,993-66.0% | $6,925-36.2% |