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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 | $50,972 | $89,367-43.0% | $141,191-63.9% | $72,975-30.2% |
| Participation rate | 89.8% | 75.1%+14.7pp | 82.5%+7.3pp | 69.5%+20.3pp |
| Annual return | 25.89% | 111.87%-86.0pp | 71.41%-45.5pp | 81.01%-55.1pp |
| Employer contribution / active EE | $4,999 | $3,115+60.5% | $4,736+5.6% | $2,440+104.9% |
| Participant deferral / active EE | $5,838 | $5,419+7.7% | $6,710-13.0% | $3,608+61.8% |
| Admin fee / account holder | $1,575 | $5,957-73.6% | $10,264-84.7% | $5,124-69.3% |