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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 | $80,020 | $89,367-10.5% | $141,191-43.3% | $72,975+9.7% |
| Participation rate | 96.7% | 75.1%+21.5pp | 82.5%+14.2pp | 69.5%+27.2pp |
| Annual return | 19.64% | 111.87%-92.2pp | 71.41%-51.8pp | 81.01%-61.4pp |
| Employer contribution / active EE | $6,058 | $3,115+94.5% | $4,736+27.9% | $2,440+148.3% |
| Participant deferral / active EE | $4,694 | $5,419-13.4% | $6,710-30.0% | $3,608+30.1% |
| Admin fee / account holder | $964 | $5,957-83.8% | $10,264-90.6% | $5,124-81.2% |