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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 | $47,797 | $50,554-5.5% | $67,681-29.4% | $87,485-45.4% |
| Participation rate | 95.5% | 67.7%+27.7pp | 73.7%+21.7pp | 68.9%+26.5pp |
| Annual return | 25.29% | 17.81%+7.5pp | 590.58%-565.3pp | 26.06%-0.8pp |
| Employer contribution / active EE | $4,341 | $1,988+118.3% | $2,678+62.1% | $2,596+67.2% |
| Participant deferral / active EE | $7,134 | $2,961+140.9% | $3,976+79.4% | $4,274+66.9% |
| Admin fee / account holder | $3,415 | $4,132-17.4% | $6,100-44.0% | $7,775-56.1% |