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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 | $60,998 | $89,367-31.7% | $141,191-56.8% | $72,975-16.4% |
| Participation rate | 97.0% | 75.1%+21.8pp | 82.5%+14.5pp | 69.5%+27.5pp |
| Annual return | 24.90% | 111.87%-87.0pp | 71.41%-46.5pp | 81.01%-56.1pp |
| Employer contribution / active EE | $5,900 | $3,115+89.4% | $4,736+24.6% | $2,440+141.8% |
| Participant deferral / active EE | $6,506 | $5,419+20.1% | $6,710-3.0% | $3,608+80.3% |
| Admin fee / account holder | $7,487 | $5,957+25.7% | $10,264-27.1% | $5,124+46.1% |