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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 | $39,137 | $99,995-60.9% | $85,063-54.0% | $145,978-73.2% |
| Participation rate | 88.2% | 74.1%+14.1pp | 67.5%+20.7pp | 80.3%+7.9pp |
| Annual return | 15.64% | 83.99%-68.4pp | 66.54%-50.9pp | 550.52%-534.9pp |
| Employer contribution / active EE | $4,930 | $3,231+52.6% | $2,727+80.8% | $4,662+5.8% |
| Participant deferral / active EE | $8,382 | $5,295+58.3% | $4,523+85.3% | $6,690+25.3% |
| Admin fee / account holder | $870 | $7,255-88.0% | $6,155-85.9% | $13,400-93.5% |