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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 | $65,118 | $89,370-27.1% | $141,197-53.9% | $72,976-10.8% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 19.71% | 111.88%-92.2pp | 71.41%-51.7pp | 81.02%-61.3pp |
| Employer contribution / active EE | $5,050 | $3,115+62.1% | $4,736+6.6% | $2,440+107.0% |
| Participant deferral / active EE | $5,652 | $5,419+4.3% | $6,710-15.8% | $3,608+56.7% |
| Admin fee / account holder | $5,412 | $5,957-9.2% | $10,265-47.3% | $5,124+5.6% |