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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 | $53,130 | $88,672-40.1% | $105,223-49.5% | $82,448-35.6% |
| Participation rate | 97.5% | 67.9%+29.5pp | 75.0%+22.4pp | 68.1%+29.4pp |
| Annual return | 16.52% | 30.86%-14.3pp | 180.65%-164.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $7,305 | $3,048+139.7% | $3,689+98.1% | $2,551+186.4% |
| Participant deferral / active EE | $6,025 | $4,036+49.3% | $5,072+18.8% | $4,139+45.6% |
| Admin fee / account holder | $4,733 | $7,146-33.8% | $8,859-46.6% | $7,234-34.6% |