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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 | $31,498 | $85,766-63.3% | $136,298-76.9% | $70,126-55.1% |
| Participation rate | 93.1% | 74.2%+18.9pp | 81.9%+11.2pp | 69.5%+23.6pp |
| Annual return | 51.39% | 31.46%+19.9pp | 5156.27%-5104.9pp | 73.15%-21.8pp |
| Employer contribution / active EE | $5,574 | $2,966+87.9% | $4,696+18.7% | $2,343+137.9% |
| Participant deferral / active EE | $11,488 | $5,051+127.4% | $6,247+83.9% | $3,332+244.8% |
| Admin fee / account holder | $7,011 | $5,421+29.3% | $9,244-24.2% | $4,645+50.9% |