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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 | $36,803 | $105,160-65.0% | $94,679-61.1% | $139,456-73.6% |
| Participation rate | 90.0% | 82.4%+7.6pp | 80.8%+9.2pp | 80.3%+9.7pp |
| Annual return | 46.56% | 38.04%+8.5pp | 156.75%-110.2pp | 373.45%-326.9pp |
| Employer contribution / active EE | $9,369 | $4,107+128.1% | $3,673+155.1% | $4,753+97.1% |
| Participant deferral / active EE | $6,612 | $7,599-13.0% | $7,417-10.9% | $6,711-1.5% |
| Admin fee / account holder | $17,161 | $8,988+90.9% | $7,233+137.3% | $11,407+50.4% |