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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 | $107,079-53.6% | $151,266-67.1% | $87,485-43.2% |
| Participation rate | 97.1% | 71.1%+26.0pp | 77.0%+20.1pp | 68.9%+28.2pp |
| Annual return | 34.08% | 22.17%+11.9pp | 180.60%-146.5pp | 26.06%+8.0pp |
| Employer contribution / active EE | $4,087 | $3,174+28.8% | $4,237-3.5% | $2,596+57.4% |
| Participant deferral / active EE | $0 | $5,789-100.0% | $7,337-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,705 | $8,059-29.2% | $13,159-56.6% | $7,775-26.6% |