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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 | $50,195 | $102,422-51.0% | $147,117-65.9% | $80,959-38.0% |
| Participation rate | 81.3% | 75.9%+5.4pp | 82.2%-0.9pp | 67.7%+13.6pp |
| Annual return | 42.21% | 135.16%-92.9pp | 420.54%-378.3pp | 35.67%+6.5pp |
| Employer contribution / active EE | $4,280 | $3,717+15.1% | $4,932-13.2% | $2,757+55.2% |
| Participant deferral / active EE | $10,013 | $6,652+50.5% | $8,065+24.2% | $4,300+132.8% |
| Admin fee / account holder | $3,184 | $7,953-60.0% | $12,993-75.5% | $6,925-54.0% |