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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 | $55,307 | $89,367-38.1% | $141,191-60.8% | $72,975-24.2% |
| Participation rate | 87.7% | 75.1%+12.5pp | 82.5%+5.2pp | 69.5%+18.2pp |
| Annual return | 39.22% | 111.87%-72.6pp | 71.41%-32.2pp | 81.01%-41.8pp |
| Employer contribution / active EE | $9,553 | $3,115+206.7% | $4,736+101.7% | $2,440+291.5% |
| Participant deferral / active EE | $7,701 | $5,419+42.1% | $6,710+14.8% | $3,608+113.5% |
| Admin fee / account holder | $1,152 | $5,957-80.7% | $10,264-88.8% | $5,124-77.5% |