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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 | $26,447 | $93,598-71.7% | $135,974-80.5% | $75,173-64.8% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 55.24% | 30.89%+24.4pp | 68.30%-13.1pp | 160.72%-105.5pp |
| Employer contribution / active EE | $5,530 | $3,538+56.3% | $4,859+13.8% | $2,671+107.1% |
| Participant deferral / active EE | $12,165 | $6,405+89.9% | $7,760+56.8% | $4,126+194.8% |
| Admin fee / account holder | $1,334 | $6,978-80.9% | $10,767-87.6% | $5,651-76.4% |