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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 | $42,728 | $124,351-65.6% | $109,188-60.9% | $167,553-74.5% |
| Participation rate | 94.1% | 79.4%+14.7pp | 75.9%+18.2pp | 82.1%+12.0pp |
| Annual return | 14.68% | 26.04%-11.4pp | 25.76%-11.1pp | 478.89%-464.2pp |
| Employer contribution / active EE | $5,253 | $4,210+24.8% | $3,723+41.1% | $4,840+8.5% |
| Participant deferral / active EE | $4,818 | $5,257-8.3% | $4,654+3.5% | $6,343-24.0% |
| Admin fee / account holder | $5,355 | $7,975-32.9% | $6,755-20.7% | $12,316-56.5% |