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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 | $22,001 | $99,875-78.0% | $146,866-85.0% | $86,983-74.7% |
| Participation rate | 91.1% | 75.8%+15.3pp | 82.5%+8.6pp | 69.5%+21.6pp |
| Annual return | 59.41% | 28.10%+31.3pp | 102.85%-43.4pp | 25.83%+33.6pp |
| Employer contribution / active EE | $2,525 | $3,224-21.7% | $4,425-42.9% | $2,584-2.3% |
| Participant deferral / active EE | $10,426 | $6,322+64.9% | $7,759+34.4% | $4,194+148.6% |
| Admin fee / account holder | $570 | $7,838-92.7% | $13,620-95.8% | $7,856-92.7% |