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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 | $106,864-75.9% | $147,318-82.5% | $82,637-68.8% |
| Participation rate | 92.2% | 75.5%+16.7pp | 82.1%+10.1pp | 68.1%+24.1pp |
| Annual return | 85.24% | 27.49%+57.7pp | 70.43%+14.8pp | 53.51%+31.7pp |
| Employer contribution / active EE | $6,086 | $3,417+78.1% | $4,593+32.5% | $2,552+138.5% |
| Participant deferral / active EE | $9,917 | $6,496+52.7% | $7,906+25.4% | $4,126+140.4% |
| Admin fee / account holder | $4,339 | $8,415-48.4% | $13,708-68.3% | $7,339-40.9% |