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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 | $52,430 | $89,370-41.3% | $141,197-62.9% | $72,976-28.2% |
| Participation rate | 97.1% | 75.1%+21.9pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 25.90% | 111.88%-86.0pp | 71.41%-45.5pp | 81.02%-55.1pp |
| Employer contribution / active EE | $8,267 | $3,115+165.4% | $4,736+74.5% | $2,440+238.8% |
| Participant deferral / active EE | $7,266 | $5,419+34.1% | $6,710+8.3% | $3,608+101.4% |
| Admin fee / account holder | $368 | $5,957-93.8% | $10,265-96.4% | $5,124-92.8% |