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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 | $102,429-46.2% | $147,096-62.6% | $80,925-31.9% |
| Participation rate | 97.7% | 75.9%+21.8pp | 82.2%+15.5pp | 67.7%+30.0pp |
| Annual return | 28.59% | 135.02%-106.4pp | 419.75%-391.2pp | 35.65%-7.1pp |
| Employer contribution / active EE | $7,709 | $3,716+107.5% | $4,936+56.2% | $2,756+179.7% |
| Participant deferral / active EE | $14,520 | $6,649+118.4% | $8,071+79.9% | $4,299+237.8% |
| Admin fee / account holder | $11,308 | $7,957+42.1% | $13,005-13.1% | $6,940+62.9% |