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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 | $56,116 | $89,364-37.2% | $141,177-60.3% | $72,983-23.1% |
| Participation rate | 86.2% | 75.1%+11.1pp | 82.5%+3.7pp | 69.5%+16.7pp |
| Annual return | 30.55% | 111.86%-81.3pp | 71.40%-40.9pp | 81.01%-50.5pp |
| Employer contribution / active EE | $17,300 | $3,115+455.4% | $4,736+265.3% | $2,440+609.0% |
| Participant deferral / active EE | $8,005 | $5,419+47.7% | $6,710+19.3% | $3,608+121.9% |
| Admin fee / account holder | $13,633 | $5,959+128.8% | $10,263+32.8% | $5,124+166.1% |