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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 | $38,304 | $106,749-64.1% | $145,433-73.7% | $82,448-53.5% |
| Participation rate | 89.3% | 75.6%+13.6pp | 82.1%+7.2pp | 68.1%+21.2pp |
| Annual return | 88.95% | 27.59%+61.4pp | 66.58%+22.4pp | 41.64%+47.3pp |
| Employer contribution / active EE | $6,482 | $3,444+88.2% | $4,554+42.3% | $2,551+154.1% |
| Participant deferral / active EE | $12,668 | $6,519+94.3% | $7,897+60.4% | $4,139+206.0% |
| Admin fee / account holder | $4,508 | $8,390-46.3% | $13,129-65.7% | $7,234-37.7% |