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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 | $33,141 | $99,875-66.8% | $146,866-77.4% | $86,983-61.9% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.5%+27.3pp |
| Annual return | 124.52% | 28.10%+96.4pp | 102.85%+21.7pp | 25.83%+98.7pp |
| Employer contribution / active EE | $6,151 | $3,224+90.8% | $4,425+39.0% | $2,584+138.0% |
| Participant deferral / active EE | $12,660 | $6,322+100.2% | $7,759+63.2% | $4,194+201.9% |
| Admin fee / account holder | $3,597 | $7,838-54.1% | $13,620-73.6% | $7,856-54.2% |