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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 | $40,782 | $88,672-54.0% | $105,223-61.2% | $82,448-50.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 40.58% | 30.86%+9.7pp | 180.65%-140.1pp | 41.64%-1.1pp |
| Employer contribution / active EE | $4,010 | $3,048+31.6% | $3,689+8.7% | $2,551+57.2% |
| Participant deferral / active EE | $5,369 | $4,036+33.0% | $5,072+5.9% | $4,139+29.7% |
| Admin fee / account holder | $2,977 | $7,146-58.3% | $8,859-66.4% | $7,234-58.9% |