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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 | $48,370 | $89,364-45.9% | $141,177-65.7% | $72,983-33.7% |
| Participation rate | 95.1% | 75.1%+20.0pp | 82.5%+12.6pp | 69.5%+25.6pp |
| Annual return | 127.51% | 111.86%+15.6pp | 71.40%+56.1pp | 81.01%+46.5pp |
| Employer contribution / active EE | $5,420 | $3,115+74.0% | $4,736+14.5% | $2,440+122.1% |
| Participant deferral / active EE | $14,798 | $5,419+173.1% | $6,710+120.5% | $3,608+310.2% |
| Admin fee / account holder | $626 | $5,959-89.5% | $10,263-93.9% | $5,124-87.8% |