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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 | $52,629 | $102,385-48.6% | $147,080-64.2% | $80,935-35.0% |
| Participation rate | 94.5% | 75.9%+18.7pp | 82.2%+12.4pp | 67.7%+26.9pp |
| Annual return | 20.95% | 135.09%-114.1pp | 420.17%-399.2pp | 35.66%-14.7pp |
| Employer contribution / active EE | $6,244 | $3,717+68.0% | $4,933+26.6% | $2,757+126.5% |
| Participant deferral / active EE | $12,168 | $6,651+83.0% | $8,066+50.8% | $4,299+183.0% |
| Admin fee / account holder | $1,330 | $7,951-83.3% | $12,989-89.8% | $6,924-80.8% |