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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 | $75,086 | $89,370-16.0% | $141,197-46.8% | $72,976+2.9% |
| Participation rate | 86.8% | 75.1%+11.7pp | 82.5%+4.4pp | 69.5%+17.4pp |
| Annual return | 23.02% | 111.88%-88.9pp | 71.41%-48.4pp | 81.02%-58.0pp |
| Employer contribution / active EE | $4,801 | $3,115+54.1% | $4,736+1.4% | $2,440+96.7% |
| Participant deferral / active EE | $11,966 | $5,419+120.8% | $6,710+78.3% | $3,608+231.7% |
| Admin fee / account holder | $49,268 | $5,957+727.1% | $10,265+380.0% | $5,124+861.5% |