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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 | $48,227 | $89,367-46.0% | $141,191-65.8% | $72,975-33.9% |
| Participation rate | 98.5% | 75.1%+23.4pp | 82.5%+16.0pp | 69.5%+29.0pp |
| Annual return | 26.54% | 111.87%-85.3pp | 71.41%-44.9pp | 81.01%-54.5pp |
| Employer contribution / active EE | $4,926 | $3,115+58.2% | $4,736+4.0% | $2,440+101.9% |
| Participant deferral / active EE | $7,021 | $5,419+29.6% | $6,710+4.6% | $3,608+94.6% |
| Admin fee / account holder | $3,994 | $5,957-32.9% | $10,264-61.1% | $5,124-22.1% |