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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 | $32,044 | $93,617-65.8% | $135,982-76.4% | $75,177-57.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 58.17% | 30.89%+27.3pp | 68.32%-10.2pp | 160.75%-102.6pp |
| Employer contribution / active EE | $5,223 | $3,538+47.6% | $4,859+7.5% | $2,671+95.5% |
| Participant deferral / active EE | $12,309 | $6,406+92.1% | $7,760+58.6% | $4,126+198.3% |
| Admin fee / account holder | $2,357 | $6,980-66.2% | $10,767-78.1% | $5,651-58.3% |