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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 | $102,429-28.8% | $147,096-50.4% | $80,925-9.9% |
| Participation rate | 91.9% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 31.39% | 135.02%-103.6pp | 419.75%-388.4pp | 35.65%-4.3pp |
| Employer contribution / active EE | $6,432 | $3,716+73.1% | $4,936+30.3% | $2,756+133.4% |
| Participant deferral / active EE | $15,212 | $6,649+128.8% | $8,071+88.5% | $4,299+253.9% |
| Admin fee / account holder | $4,419 | $7,957-44.5% | $13,005-66.0% | $6,940-36.3% |