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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 | $44,904 | $89,370-49.8% | $141,197-68.2% | $72,976-38.5% |
| Participation rate | 95.1% | 75.1%+19.9pp | 82.5%+12.6pp | 69.5%+25.6pp |
| Annual return | 41.08% | 111.88%-70.8pp | 71.41%-30.3pp | 81.02%-39.9pp |
| Employer contribution / active EE | $4,978 | $3,115+59.8% | $4,736+5.1% | $2,440+104.0% |
| Participant deferral / active EE | $8,895 | $5,419+64.1% | $6,710+32.6% | $3,608+146.5% |
| Admin fee / account holder | $2,136 | $5,957-64.1% | $10,265-79.2% | $5,124-58.3% |