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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 | $25,766 | $99,875-74.2% | $146,866-82.5% | $86,983-70.4% |
| Participation rate | 92.2% | 75.8%+16.4pp | 82.5%+9.6pp | 69.5%+22.6pp |
| Annual return | 85.24% | 28.10%+57.1pp | 102.85%-17.6pp | 25.83%+59.4pp |
| Employer contribution / active EE | $6,086 | $3,224+88.8% | $4,425+37.5% | $2,584+135.5% |
| Participant deferral / active EE | $9,917 | $6,322+56.9% | $7,759+27.8% | $4,194+136.5% |
| Admin fee / account holder | $4,339 | $7,838-44.6% | $13,620-68.1% | $7,856-44.8% |