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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 | $51,619 | $148,623-65.3% | $135,974-62.0% | $139,466-63.0% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 19.86% | 79.30%-59.4pp | 68.30%-48.4pp | 373.66%-353.8pp |
| Employer contribution / active EE | $11,569 | $5,246+120.5% | $4,859+138.1% | $4,754+143.4% |
| Participant deferral / active EE | $8,292 | $8,103+2.3% | $7,760+6.9% | $6,712+23.5% |
| Admin fee / account holder | $23,742 | $12,406+91.4% | $10,767+120.5% | $11,409+108.1% |