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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 | $51,814 | $105,200-50.7% | $159,474-67.5% | $85,847-39.6% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.8%+14.9pp | 69.3%+28.4pp |
| Annual return | 39.11% | 45.08%-6.0pp | 263.68%-224.6pp | 318.61%-279.5pp |
| Employer contribution / active EE | $6,046 | $3,319+82.2% | $4,831+25.1% | $2,565+135.7% |
| Participant deferral / active EE | $13,266 | $5,946+123.1% | $7,353+80.4% | $3,952+235.7% |
| Admin fee / account holder | $5,595 | $6,934-19.3% | $10,802-48.2% | $6,261-10.6% |