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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 | $39,869 | $51,604-22.7% | $129,295-69.2% | $80,874-50.7% |
| Participation rate | 92.5% | 57.0%+35.5pp | 69.6%+22.9pp | 67.6%+24.9pp |
| Annual return | 40.81% | 20.76%+20.0pp | 9429.28%-9388.5pp | 35.62%+5.2pp |
| Employer contribution / active EE | $4,134 | $1,585+160.9% | $4,157-0.6% | $2,756+50.0% |
| Participant deferral / active EE | $7,200 | $2,670+169.6% | $4,169+72.7% | $4,297+67.6% |
| Admin fee / account holder | $5,104 | $4,310+18.4% | $7,665-33.4% | $6,935-26.4% |