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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 | $25,420 | $93,598-72.8% | $135,974-81.3% | $75,173-66.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 41.31% | 30.89%+10.4pp | 68.30%-27.0pp | 160.72%-119.4pp |
| Employer contribution / active EE | $6,549 | $3,538+85.1% | $4,859+34.8% | $2,671+145.2% |
| Participant deferral / active EE | $13,527 | $6,405+111.2% | $7,760+74.3% | $4,126+227.8% |
| Admin fee / account holder | $13,365 | $6,978+91.5% | $10,767+24.1% | $5,651+136.5% |