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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 | $37,071 | $93,598-60.4% | $135,974-72.7% | $75,173-50.7% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 84.27% | 30.89%+53.4pp | 68.30%+16.0pp | 160.72%-76.5pp |
| Employer contribution / active EE | $9,420 | $3,538+166.3% | $4,859+93.9% | $2,671+252.7% |
| Participant deferral / active EE | $12,346 | $6,405+92.7% | $7,760+59.1% | $4,126+199.2% |
| Admin fee / account holder | $330 | $6,978-95.3% | $10,767-96.9% | $5,651-94.2% |