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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 | $39,456 | $93,598-57.8% | $135,974-71.0% | $75,173-47.5% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | 61.37% | 30.89%+30.5pp | 68.30%-6.9pp | 160.72%-99.3pp |
| Employer contribution / active EE | $7,193 | $3,538+103.3% | $4,859+48.0% | $2,671+169.3% |
| Participant deferral / active EE | $15,198 | $6,405+137.3% | $7,760+95.9% | $4,126+268.3% |
| Admin fee / account holder | $4,402 | $6,978-36.9% | $10,767-59.1% | $5,651-22.1% |