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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 | $40,184 | $45,043-10.8% | $63,005-36.2% | $70,124-42.7% |
| Participation rate | 91.2% | 69.5%+21.7pp | 74.8%+16.4pp | 69.5%+21.6pp |
| Annual return | 18.89% | 18.76%+0.1pp | 87.59%-68.7pp | 73.14%-54.3pp |
| Employer contribution / active EE | $7,240 | $2,052+252.8% | $2,760+162.3% | $2,342+209.1% |
| Participant deferral / active EE | $4,965 | $2,466+101.4% | $3,329+49.1% | $3,332+49.0% |
| Admin fee / account holder | $2,958 | $2,833+4.4% | $3,599-17.8% | $4,645-36.3% |