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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 | $27,934 | $105,195-73.4% | $159,450-82.5% | $85,854-67.5% |
| Participation rate | 81.6% | 75.8%+5.9pp | 82.8%-1.2pp | 69.3%+12.3pp |
| Annual return | 57.79% | 45.08%+12.7pp | 263.60%-205.8pp | 318.56%-260.8pp |
| Employer contribution / active EE | $3,765 | $3,319+13.4% | $4,830-22.1% | $2,565+46.8% |
| Participant deferral / active EE | $8,180 | $5,946+37.6% | $7,352+11.3% | $3,952+107.0% |
| Admin fee / account holder | $2,575 | $6,934-62.9% | $10,800-76.2% | $6,260-58.9% |