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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 | $35,028 | $102,429-65.8% | $147,096-76.2% | $80,925-56.7% |
| Participation rate | 98.4% | 75.9%+22.6pp | 82.2%+16.3pp | 67.7%+30.8pp |
| Annual return | 45.36% | 135.02%-89.7pp | 419.75%-374.4pp | 35.65%+9.7pp |
| Employer contribution / active EE | $6,705 | $3,716+80.4% | $4,936+35.8% | $2,756+143.3% |
| Participant deferral / active EE | $9,054 | $6,649+36.2% | $8,071+12.2% | $4,299+110.6% |
| Admin fee / account holder | $2,248 | $7,957-71.8% | $13,005-82.7% | $6,940-67.6% |