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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 | $49,098 | $56,116-12.5% | $135,768-63.8% | $86,983-43.6% |
| Participation rate | 97.4% | 60.1%+37.3pp | 71.1%+26.4pp | 69.5%+27.9pp |
| Annual return | 25.76% | 125.33%-99.6pp | 526.10%-500.3pp | 25.83%-0.1pp |
| Employer contribution / active EE | $5,782 | $1,528+278.4% | $3,394+70.4% | $2,584+123.7% |
| Participant deferral / active EE | $9,822 | $2,690+265.1% | $3,977+146.9% | $4,194+134.2% |
| Admin fee / account holder | $3,868 | $4,314-10.3% | $7,048-45.1% | $7,856-50.8% |