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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 | $49,891 | $98,766-49.5% | $149,730-66.7% | $79,852-37.5% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.6pp |
| Annual return | 16.34% | 27.43%-11.1pp | 276.70%-260.4pp | 31.72%-15.4pp |
| Employer contribution / active EE | $5,485 | $3,217+70.5% | $4,645+18.1% | $2,471+122.0% |
| Participant deferral / active EE | $4,069 | $5,681-28.4% | $6,843-40.5% | $3,740+8.8% |
| Admin fee / account holder | $2,098 | $6,052-65.3% | $9,310-77.5% | $5,306-60.5% |