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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 | $57,916 | $107,421-46.1% | $182,262-68.2% | $94,015-38.4% |
| Participation rate | 96.4% | 77.8%+18.6pp | 84.2%+12.2pp | 70.8%+25.6pp |
| Annual return | 20.76% | 21.32%-0.6pp | 140.60%-119.8pp | 17.84%+2.9pp |
| Employer contribution / active EE | $7,541 | $3,448+118.7% | $5,046+49.5% | $2,790+170.3% |
| Participant deferral / active EE | $16,820 | $6,558+156.5% | $8,276+103.2% | $4,249+295.8% |
| Admin fee / account holder | $6,456 | $8,692-25.7% | $16,712-61.4% | $8,951-27.9% |