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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 | $50,588 | $89,367-43.4% | $141,191-64.2% | $72,975-30.7% |
| Participation rate | 88.6% | 75.1%+13.4pp | 82.5%+6.1pp | 69.5%+19.1pp |
| Annual return | 20.69% | 111.87%-91.2pp | 71.41%-50.7pp | 81.01%-60.3pp |
| Employer contribution / active EE | $5,059 | $3,115+62.4% | $4,736+6.8% | $2,440+107.3% |
| Participant deferral / active EE | $5,586 | $5,419+3.1% | $6,710-16.7% | $3,608+54.8% |
| Admin fee / account holder | $2,280 | $5,957-61.7% | $10,264-77.8% | $5,124-55.5% |