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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 | $41,136 | $85,766-52.0% | $136,297-69.8% | $70,131-41.3% |
| Participation rate | 88.2% | 74.2%+14.1pp | 81.9%+6.3pp | 69.5%+18.7pp |
| Annual return | 28.35% | 31.45%-3.1pp | 5156.16%-5127.8pp | 73.14%-44.8pp |
| Employer contribution / active EE | $3,444 | $2,966+16.1% | $4,696-26.7% | $2,342+47.0% |
| Participant deferral / active EE | $5,937 | $5,051+17.5% | $6,247-5.0% | $3,332+78.2% |
| Admin fee / account holder | $438 | $5,420-91.9% | $9,244-95.3% | $4,645-90.6% |