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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 | $42,060 | $48,327-13.0% | $67,575-37.8% | $80,935-48.0% |
| Participation rate | 95.9% | 66.4%+29.5pp | 72.9%+23.0pp | 67.7%+28.3pp |
| Annual return | 13.02% | 18.31%-5.3pp | 3528.98%-3516.0pp | 35.66%-22.6pp |
| Employer contribution / active EE | $4,056 | $2,022+100.6% | $2,736+48.3% | $2,757+47.1% |
| Participant deferral / active EE | $3,843 | $2,927+31.3% | $4,003-4.0% | $4,299-10.6% |
| Admin fee / account holder | $903 | $3,692-75.5% | $3,993-77.4% | $6,924-87.0% |