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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 | $38,304 | $106,524-64.0% | $152,301-74.8% | $87,485-56.2% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.4%+6.8pp | 68.9%+20.4pp |
| Annual return | 88.95% | 26.89%+62.1pp | 80.50%+8.4pp | 26.06%+62.9pp |
| Employer contribution / active EE | $6,482 | $3,371+92.3% | $4,624+40.2% | $2,596+149.7% |
| Participant deferral / active EE | $12,668 | $6,525+94.2% | $8,004+58.3% | $4,274+196.4% |
| Admin fee / account holder | $4,508 | $8,287-45.6% | $14,398-68.7% | $7,775-42.0% |