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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 | $25,745 | $68,398-62.4% | $94,664-72.8% | $75,173-65.8% |
| Participation rate | 94.4% | 76.1%+18.4pp | 80.8%+13.6pp | 67.2%+27.2pp |
| Annual return | 36.12% | 616.72%-580.6pp | 156.84%-120.7pp | 160.72%-124.6pp |
| Employer contribution / active EE | $6,688 | $2,701+147.6% | $3,673+82.1% | $2,671+150.4% |
| Participant deferral / active EE | $12,259 | $6,537+87.5% | $7,417+65.3% | $4,126+197.1% |
| Admin fee / account holder | $4,549 | $5,324-14.6% | $7,222-37.0% | $5,651-19.5% |