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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 | $46,037 | $106,749-56.9% | $145,433-68.3% | $82,448-44.2% |
| Participation rate | 96.6% | 75.6%+20.9pp | 82.1%+14.4pp | 68.1%+28.5pp |
| Annual return | 101.56% | 27.59%+74.0pp | 66.58%+35.0pp | 41.64%+59.9pp |
| Employer contribution / active EE | $9,183 | $3,444+166.6% | $4,554+101.6% | $2,551+260.0% |
| Participant deferral / active EE | $8,285 | $6,519+27.1% | $7,897+4.9% | $4,139+100.1% |
| Admin fee / account holder | $386 | $8,390-95.4% | $13,129-97.1% | $7,234-94.7% |