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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 | $50,700 | $48,314+4.9% | $67,561-25.0% | $80,925-37.3% |
| Participation rate | 94.4% | 66.4%+28.0pp | 72.9%+21.5pp | 67.7%+26.8pp |
| Annual return | 23.59% | 18.28%+5.3pp | 3525.44%-3501.9pp | 35.65%-12.1pp |
| Employer contribution / active EE | $4,870 | $2,022+140.9% | $2,735+78.1% | $2,756+76.7% |
| Participant deferral / active EE | $6,439 | $2,927+120.0% | $4,003+60.8% | $4,299+49.8% |
| Admin fee / account holder | $5,331 | $3,690+44.5% | $4,006+33.1% | $6,940-23.2% |