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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 | $37,634 | $102,422-63.3% | $147,117-74.4% | $80,959-53.5% |
| Participation rate | 97.7% | 75.9%+21.9pp | 82.2%+15.5pp | 67.7%+30.1pp |
| Annual return | 13.51% | 135.16%-121.6pp | 420.54%-407.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $8,240 | $3,717+121.7% | $4,932+67.1% | $2,757+198.9% |
| Participant deferral / active EE | $8,838 | $6,652+32.9% | $8,065+9.6% | $4,300+105.5% |
| Admin fee / account holder | $9,701 | $7,953+22.0% | $12,993-25.3% | $6,925+40.1% |