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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 | $102,429-63.3% | $147,096-74.4% | $80,925-53.5% |
| Participation rate | 97.7% | 75.9%+21.9pp | 82.2%+15.5pp | 67.7%+30.1pp |
| Annual return | 13.51% | 135.02%-121.5pp | 419.75%-406.2pp | 35.65%-22.1pp |
| Employer contribution / active EE | $8,240 | $3,716+121.8% | $4,936+66.9% | $2,756+199.0% |
| Participant deferral / active EE | $8,838 | $6,649+32.9% | $8,071+9.5% | $4,299+105.6% |
| Admin fee / account holder | $9,701 | $7,957+21.9% | $13,005-25.4% | $6,940+39.8% |