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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 | $41,257 | $98,776-58.2% | $149,745-72.4% | $79,856-48.3% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.5%+14.5pp | 69.6%+27.3pp |
| Annual return | 25.03% | 27.38%-2.3pp | 276.72%-251.7pp | 31.71%-6.7pp |
| Employer contribution / active EE | $5,657 | $3,217+75.8% | $4,646+21.8% | $2,471+128.9% |
| Participant deferral / active EE | $7,237 | $5,681+27.4% | $6,843+5.8% | $3,741+93.5% |
| Admin fee / account holder | $563 | $6,053-90.7% | $9,312-94.0% | $5,306-89.4% |