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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 | $41,965 | $89,364-53.0% | $141,177-70.3% | $72,983-42.5% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 68.95% | 111.86%-42.9pp | 71.40%-2.5pp | 81.01%-12.1pp |
| Employer contribution / active EE | $6,770 | $3,115+117.3% | $4,736+43.0% | $2,440+177.5% |
| Participant deferral / active EE | $6,000 | $5,419+10.7% | $6,710-10.6% | $3,608+66.3% |
| Admin fee / account holder | $1,079 | $5,959-81.9% | $10,263-89.5% | $5,124-79.0% |