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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 | $52,623 | $98,766-46.7% | $149,730-64.9% | $79,852-34.1% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.3pp |
| Annual return | 21.23% | 27.43%-6.2pp | 276.70%-255.5pp | 31.72%-10.5pp |
| Employer contribution / active EE | $7,470 | $3,217+132.2% | $4,645+60.8% | $2,471+202.3% |
| Participant deferral / active EE | $7,978 | $5,681+40.4% | $6,843+16.6% | $3,740+113.3% |
| Admin fee / account holder | $2,720 | $6,052-55.1% | $9,310-70.8% | $5,306-48.7% |