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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 | $59,671 | $98,776-39.6% | $149,745-60.2% | $79,856-25.3% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+28.0pp |
| Annual return | 17.77% | 27.38%-9.6pp | 276.72%-258.9pp | 31.71%-13.9pp |
| Employer contribution / active EE | $6,015 | $3,217+86.9% | $4,646+29.5% | $2,471+143.4% |
| Participant deferral / active EE | $11,974 | $5,681+110.8% | $6,843+75.0% | $3,741+220.1% |
| Admin fee / account holder | $2,863 | $6,053-52.7% | $9,312-69.3% | $5,306-46.0% |