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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 | $49,691 | $75,962-34.6% | $154,108-67.8% | $64,173-22.6% |
| Participation rate | 95.5% | 70.4%+25.0pp | 83.0%+12.4pp | 69.6%+25.9pp |
| Annual return | 6.78% | 30.32%-23.5pp | 735.21%-728.4pp | 7.63%-0.9pp |
| Employer contribution / active EE | $2,944 | $3,350-12.1% | $5,298-44.4% | $2,381+23.7% |
| Participant deferral / active EE | $3,720 | $3,175+17.2% | $5,081-26.8% | $3,470+7.2% |
| Admin fee / account holder | $14,683 | $5,589+162.7% | $13,411+9.5% | $4,887+200.4% |