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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 | $44,549 | $69,541-35.9% | $59,899-25.6% | $135,380-67.1% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.7%+18.6pp | 82.6%+10.7pp |
| Annual return | 22.70% | 7.95%+14.8pp | 3.46%+19.2pp | 519.81%-497.1pp |
| Employer contribution / active EE | $5,025 | $3,236+55.3% | $2,723+84.6% | $4,779+5.1% |
| Participant deferral / active EE | $2,032 | $4,206-51.7% | $3,402-40.3% | $5,609-63.8% |
| Admin fee / account holder | $641 | $5,737-88.8% | $3,592-82.2% | $10,828-94.1% |