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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 | $46,996 | $89,367-47.4% | $141,191-66.7% | $72,975-35.6% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 24.96% | 111.87%-86.9pp | 71.41%-46.4pp | 81.01%-56.0pp |
| Employer contribution / active EE | $5,257 | $3,115+68.8% | $4,736+11.0% | $2,440+115.4% |
| Participant deferral / active EE | $9,677 | $5,419+78.6% | $6,710+44.2% | $3,608+168.2% |
| Admin fee / account holder | $5,826 | $5,957-2.2% | $10,264-43.2% | $5,124+13.7% |