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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 | $80,922 | $89,370-9.5% | $141,197-42.7% | $72,976+10.9% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 20.76% | 111.88%-91.1pp | 71.41%-50.6pp | 81.02%-60.3pp |
| Employer contribution / active EE | $6,958 | $3,115+123.4% | $4,736+46.9% | $2,440+185.1% |
| Participant deferral / active EE | $7,036 | $5,419+29.9% | $6,710+4.9% | $3,608+95.0% |
| Admin fee / account holder | $51,586 | $5,957+766.0% | $10,265+402.5% | $5,124+906.7% |