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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 | $52,481 | $98,776-46.9% | $149,745-65.0% | $79,856-34.3% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+28.0pp |
| Annual return | 17.71% | 27.38%-9.7pp | 276.72%-259.0pp | 31.71%-14.0pp |
| Employer contribution / active EE | $8,273 | $3,217+157.1% | $4,646+78.1% | $2,471+234.8% |
| Participant deferral / active EE | $7,928 | $5,681+39.5% | $6,843+15.9% | $3,741+112.0% |
| Admin fee / account holder | $1,879 | $6,053-69.0% | $9,312-79.8% | $5,306-64.6% |