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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 | $47,976 | $53,837-10.9% | $75,714-36.6% | $85,847-44.1% |
| Participation rate | 94.4% | 69.1%+25.4pp | 74.8%+19.6pp | 69.3%+25.1pp |
| Annual return | 27.93% | 24.54%+3.4pp | 104.62%-76.7pp | 318.61%-290.7pp |
| Employer contribution / active EE | $966 | $2,017-52.1% | $2,744-64.8% | $2,565-62.4% |
| Participant deferral / active EE | $4,060 | $2,895+40.2% | $3,820+6.3% | $3,952+2.7% |
| Admin fee / account holder | $1,460 | $3,339-56.3% | $3,619-59.6% | $6,261-76.7% |