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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 | $40,908 | $54,763-25.3% | $90,324-54.7% | $72,976-43.9% |
| Participation rate | 97.7% | 65.2%+32.5pp | 73.3%+24.4pp | 69.5%+28.2pp |
| Annual return | 26.00% | 30.63%-4.6pp | 78.15%-52.1pp | 81.02%-55.0pp |
| Employer contribution / active EE | $5,095 | $2,093+143.4% | $2,856+78.4% | $2,440+108.8% |
| Participant deferral / active EE | $4,145 | $2,887+43.5% | $3,885+6.7% | $3,608+14.9% |
| Admin fee / account holder | $4,770 | $3,973+20.1% | $5,356-10.9% | $5,124-6.9% |