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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 | $48,522 | $98,766-50.9% | $149,730-67.6% | $79,852-39.2% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 38.69% | 27.43%+11.3pp | 276.70%-238.0pp | 31.72%+7.0pp |
| Employer contribution / active EE | $10,947 | $3,217+240.3% | $4,645+135.7% | $2,471+343.0% |
| Participant deferral / active EE | $9,343 | $5,681+64.5% | $6,843+36.5% | $3,740+149.8% |
| Admin fee / account holder | $335 | $6,052-94.5% | $9,310-96.4% | $5,306-93.7% |