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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 | $42,323 | $105,200-59.8% | $159,474-73.5% | $85,847-50.7% |
| Participation rate | 95.8% | 75.8%+20.1pp | 82.8%+13.0pp | 69.3%+26.5pp |
| Annual return | 65.54% | 45.08%+20.5pp | 263.68%-198.1pp | 318.61%-253.1pp |
| Employer contribution / active EE | $3,854 | $3,319+16.1% | $4,831-20.2% | $2,565+50.2% |
| Participant deferral / active EE | $12,037 | $5,946+102.5% | $7,353+63.7% | $3,952+204.6% |
| Admin fee / account holder | $1,184 | $6,934-82.9% | $10,802-89.0% | $6,261-81.1% |