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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 | $31,337 | $89,370-64.9% | $141,197-77.8% | $72,976-57.1% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 82.70% | 111.88%-29.2pp | 71.41%+11.3pp | 81.02%+1.7pp |
| Employer contribution / active EE | $7,059 | $3,115+126.6% | $4,736+49.0% | $2,440+189.3% |
| Participant deferral / active EE | $8,504 | $5,419+56.9% | $6,710+26.7% | $3,608+135.7% |
| Admin fee / account holder | $1,671 | $5,957-71.9% | $10,265-83.7% | $5,124-67.4% |