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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 | $33,636 | $89,370-62.4% | $141,197-76.2% | $72,976-53.9% |
| Participation rate | 94.0% | 75.1%+18.8pp | 82.5%+11.5pp | 69.5%+24.5pp |
| Annual return | 60.11% | 111.88%-51.8pp | 71.41%-11.3pp | 81.02%-20.9pp |
| Employer contribution / active EE | $4,613 | $3,115+48.1% | $4,736-2.6% | $2,440+89.1% |
| Participant deferral / active EE | $7,152 | $5,419+32.0% | $6,710+6.6% | $3,608+98.3% |
| Admin fee / account holder | $1,680 | $5,957-71.8% | $10,265-83.6% | $5,124-67.2% |