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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 | $49,512 | $79,955-38.1% | $98,450-49.7% | $75,181-34.1% |
| Participation rate | 95.5% | 70.4%+25.1pp | 75.2%+20.3pp | 67.2%+28.3pp |
| Annual return | 26.06% | 19.75%+6.3pp | 21.16%+4.9pp | 160.69%-134.6pp |
| Employer contribution / active EE | $4,957 | $2,264+118.9% | $3,049+62.6% | $2,671+85.6% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,739-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,276 | $6,841-37.5% | $8,961-52.3% | $5,650-24.3% |