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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 | $55,457-13.8% | $77,361-38.2% | $94,015-49.2% |
| Participation rate | 95.5% | 69.8%+25.6pp | 75.0%+20.5pp | 70.8%+24.6pp |
| Annual return | 25.29% | 15.57%+9.7pp | 1011.54%-986.2pp | 17.84%+7.4pp |
| Employer contribution / active EE | $4,341 | $2,255+92.5% | $2,990+45.2% | $2,790+55.6% |
| Participant deferral / active EE | $7,134 | $3,069+132.4% | $3,911+82.4% | $4,249+67.9% |
| Admin fee / account holder | $3,415 | $4,334-21.2% | $5,894-42.1% | $8,951-61.8% |