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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 | $44,052 | $51,631-14.7% | $129,397-66.0% | $80,925-45.6% |
| Participation rate | 96.7% | 56.9%+39.7pp | 69.6%+27.0pp | 67.7%+29.0pp |
| Annual return | 29.87% | 20.77%+9.1pp | 9453.98%-9424.1pp | 35.65%-5.8pp |
| Employer contribution / active EE | $1,376 | $1,583-13.1% | $4,154-66.9% | $2,756-50.1% |
| Participant deferral / active EE | $5,356 | $2,670+100.6% | $4,167+28.5% | $4,299+24.6% |
| Admin fee / account holder | $5,448 | $4,309+26.4% | $7,679-29.1% | $6,940-21.5% |