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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 | $93,598-62.8% | $135,974-74.4% | $75,173-53.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 145.92% | 30.89%+115.0pp | 68.30%+77.6pp | 160.72%-14.8pp |
| Employer contribution / active EE | $5,687 | $3,538+60.8% | $4,859+17.0% | $2,671+112.9% |
| Participant deferral / active EE | $10,875 | $6,405+69.8% | $7,760+40.1% | $4,126+163.6% |
| Admin fee / account holder | $3,860 | $6,978-44.7% | $10,767-64.1% | $5,651-31.7% |