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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 | $55,081 | $102,422-46.2% | $147,117-62.6% | $80,959-32.0% |
| Participation rate | 97.7% | 75.9%+21.8pp | 82.2%+15.5pp | 67.7%+30.0pp |
| Annual return | 28.59% | 135.16%-106.6pp | 420.54%-392.0pp | 35.67%-7.1pp |
| Employer contribution / active EE | $7,709 | $3,717+107.4% | $4,932+56.3% | $2,757+179.6% |
| Participant deferral / active EE | $14,520 | $6,652+118.3% | $8,065+80.0% | $4,300+237.7% |
| Admin fee / account holder | $11,308 | $7,953+42.2% | $12,993-13.0% | $6,925+63.3% |