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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 | $56,463 | $89,367-36.8% | $141,191-60.0% | $72,975-22.6% |
| Participation rate | 94.5% | 75.1%+19.4pp | 82.5%+12.1pp | 69.5%+25.1pp |
| Annual return | 28.02% | 111.87%-83.8pp | 71.41%-43.4pp | 81.01%-53.0pp |
| Employer contribution / active EE | $6,289 | $3,115+101.9% | $4,736+32.8% | $2,440+157.8% |
| Participant deferral / active EE | $4,879 | $5,419-10.0% | $6,710-27.3% | $3,608+35.2% |
| Admin fee / account holder | $1,064 | $5,957-82.1% | $10,264-89.6% | $5,124-79.2% |