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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 | $38,492 | $102,429-62.4% | $147,096-73.8% | $80,925-52.4% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.7%+28.6pp |
| Annual return | 37.03% | 135.02%-98.0pp | 419.75%-382.7pp | 35.65%+1.4pp |
| Employer contribution / active EE | $5,880 | $3,716+58.2% | $4,936+19.1% | $2,756+113.3% |
| Participant deferral / active EE | $11,804 | $6,649+77.5% | $8,071+46.2% | $4,299+174.6% |
| Admin fee / account holder | $3,348 | $7,957-57.9% | $13,005-74.3% | $6,940-51.8% |