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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 | $86,427 | $105,284-17.9% | $150,734-42.7% | $94,015-8.1% |
| Participation rate | 97.3% | 71.7%+25.6pp | 78.4%+18.9pp | 70.8%+26.5pp |
| Annual return | 14.94% | 15.67%-0.7pp | 600.81%-585.9pp | 17.84%-2.9pp |
| Employer contribution / active EE | $5,543 | $3,599+54.0% | $4,918+12.7% | $2,790+98.7% |
| Participant deferral / active EE | $2,505 | $4,274-41.4% | $5,610-55.3% | $4,249-41.0% |
| Admin fee / account holder | $2,504 | $9,839-74.5% | $14,905-83.2% | $8,951-72.0% |