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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 | $50,834 | $105,210-51.7% | $159,487-68.1% | $85,851-40.8% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.8%+5.2pp | 69.3%+18.7pp |
| Annual return | 30.04% | 45.08%-15.0pp | 263.71%-233.7pp | 318.63%-288.6pp |
| Employer contribution / active EE | $6,238 | $3,319+87.9% | $4,831+29.1% | $2,565+143.1% |
| Participant deferral / active EE | $7,211 | $5,946+21.3% | $7,354-1.9% | $3,952+82.5% |
| Admin fee / account holder | $15,483 | $6,934+123.3% | $10,804+43.3% | $6,261+147.3% |