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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 | $34,847 | $93,589-62.8% | $135,942-74.4% | $75,181-53.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 145.92% | 30.90%+115.0pp | 68.28%+77.6pp | 160.69%-14.8pp |
| Employer contribution / active EE | $5,687 | $3,537+60.8% | $4,858+17.1% | $2,671+113.0% |
| Participant deferral / active EE | $10,875 | $6,405+69.8% | $7,759+40.2% | $4,126+163.6% |
| Admin fee / account holder | $3,860 | $6,977-44.7% | $10,764-64.1% | $5,650-31.7% |