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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 | $51,694 | $72,177-28.4% | $115,037-55.1% | $59,633-13.3% |
| Participation rate | 96.7% | 72.6%+24.2pp | 81.4%+15.3pp | 68.7%+28.0pp |
| Annual return | 3.94% | 12.02%-8.1pp | 26.14%-22.2pp | 2041.40%-2037.5pp |
| Employer contribution / active EE | $5,275 | $2,841+85.7% | $4,608+14.5% | $2,203+139.5% |
| Participant deferral / active EE | $8,681 | $4,783+81.5% | $6,026+44.0% | $3,192+172.0% |
| Admin fee / account holder | $10,660 | $4,927+116.4% | $8,175+30.4% | $4,297+148.1% |