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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 | $49,724 | $98,652-49.6% | $142,942-65.2% | $82,448-39.7% |
| Participation rate | 97.1% | 72.8%+24.4pp | 76.8%+20.3pp | 68.1%+29.0pp |
| Annual return | 34.08% | 22.65%+11.4pp | 113.70%-79.6pp | 41.64%-7.6pp |
| Employer contribution / active EE | $4,087 | $3,211+27.3% | $4,139-1.3% | $2,551+60.2% |
| Participant deferral / active EE | $0 | $5,580-100.0% | $7,128-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,705 | $8,078-29.4% | $12,475-54.3% | $7,234-21.1% |