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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 | $81,676 | $107,421-24.0% | $182,262-55.2% | $94,015-13.1% |
| Participation rate | 98.5% | 77.8%+20.7pp | 84.2%+14.3pp | 70.8%+27.7pp |
| Annual return | 49.87% | 21.32%+28.5pp | 140.60%-90.7pp | 17.84%+32.0pp |
| Employer contribution / active EE | $6,383 | $3,448+85.1% | $5,046+26.5% | $2,790+128.8% |
| Participant deferral / active EE | $14,270 | $6,558+117.6% | $8,276+72.4% | $4,249+235.8% |
| Admin fee / account holder | $11,412 | $8,692+31.3% | $16,712-31.7% | $8,951+27.5% |