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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 | $32,829 | $68,394-52.0% | $94,672-65.3% | $75,177-56.3% |
| Participation rate | 94.4% | 76.1%+18.4pp | 80.8%+13.6pp | 67.2%+27.2pp |
| Annual return | 24.33% | 616.92%-592.6pp | 156.89%-132.6pp | 160.75%-136.4pp |
| Employer contribution / active EE | $5,466 | $2,701+102.4% | $3,673+48.8% | $2,671+104.6% |
| Participant deferral / active EE | $13,305 | $6,536+103.6% | $7,417+79.4% | $4,126+222.4% |
| Admin fee / account holder | $5,300 | $5,326-0.5% | $7,222-26.6% | $5,651-6.2% |