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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 | $57,632 | $87,834-34.4% | $133,975-57.0% | $62,881-8.3% |
| Participation rate | 95.7% | 83.4%+12.4pp | 87.1%+8.7pp | 69.3%+26.4pp |
| Annual return | 13.29% | 12.05%+1.2pp | 29.29%-16.0pp | 20.14%-6.9pp |
| Employer contribution / active EE | $4,714 | $3,482+35.4% | $5,211-9.5% | $2,281+106.7% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,800 | $5,372-10.6% | $9,324-48.5% | $4,296+11.7% |