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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 | $51,638-22.8% | $129,406-69.2% | $80,959-50.8% |
| Participation rate | 92.5% | 56.9%+35.6pp | 69.6%+22.9pp | 67.7%+24.8pp |
| Annual return | 40.81% | 20.78%+20.0pp | 9468.18%-9427.4pp | 35.67%+5.1pp |
| Employer contribution / active EE | $4,134 | $1,584+161.0% | $4,155-0.5% | $2,757+49.9% |
| Participant deferral / active EE | $7,200 | $2,670+169.7% | $4,167+72.8% | $4,300+67.4% |
| Admin fee / account holder | $5,104 | $4,313+18.3% | $7,689-33.6% | $6,925-26.3% |