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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 | $52,736 | $108,825-51.5% | $156,181-66.2% | $82,448-36.0% |
| Participation rate | 82.7% | 72.4%+10.3pp | 78.8%+3.9pp | 68.1%+14.6pp |
| Annual return | 147.68% | 20.59%+127.1pp | 64.87%+82.8pp | 41.64%+106.0pp |
| Employer contribution / active EE | $7,019 | $2,870+144.6% | $4,294+63.5% | $2,551+175.1% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,663 | $9,341-71.5% | $14,586-81.7% | $7,234-63.2% |