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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 | $49,025 | $102,429-52.1% | $147,096-66.7% | $80,925-39.4% |
| Participation rate | 85.2% | 75.9%+9.3pp | 82.2%+3.0pp | 67.7%+17.5pp |
| Annual return | 22.07% | 135.02%-113.0pp | 419.75%-397.7pp | 35.65%-13.6pp |
| Employer contribution / active EE | $4,670 | $3,716+25.7% | $4,936-5.4% | $2,756+69.4% |
| Participant deferral / active EE | $10,037 | $6,649+51.0% | $8,071+24.4% | $4,299+133.5% |
| Admin fee / account holder | $4,383 | $7,957-44.9% | $13,005-66.3% | $6,940-36.9% |