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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 | $15,429 | $55,713-72.3% | $75,901-79.7% | $72,975-78.9% |
| Participation rate | 89.8% | 61.1%+28.7pp | 69.3%+20.5pp | 69.5%+20.3pp |
| Annual return | 98.57% | 27.60%+71.0pp | 30.76%+67.8pp | 81.01%+17.6pp |
| Employer contribution / active EE | $4,061 | $1,687+140.8% | $2,501+62.4% | $2,440+66.4% |
| Participant deferral / active EE | $7,136 | $2,634+170.9% | $3,603+98.0% | $3,608+97.8% |
| Admin fee / account holder | $681 | $3,980-82.9% | $5,420-87.4% | $5,124-86.7% |