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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 | $78,531 | $89,367-12.1% | $141,191-44.4% | $72,975+7.6% |
| Participation rate | 91.0% | 75.1%+15.9pp | 82.5%+8.6pp | 69.5%+21.5pp |
| Annual return | 62.88% | 111.87%-49.0pp | 71.41%-8.5pp | 81.01%-18.1pp |
| Employer contribution / active EE | $4,911 | $3,115+57.7% | $4,736+3.7% | $2,440+101.3% |
| Participant deferral / active EE | $9,951 | $5,419+83.6% | $6,710+48.3% | $3,608+175.8% |
| Admin fee / account holder | $1,322 | $5,957-77.8% | $10,264-87.1% | $5,124-74.2% |