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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 | $54,572 | $149,679-63.5% | $117,039-53.4% | $147,586-63.0% |
| Participation rate | 93.3% | 83.5%+9.8pp | 77.2%+16.1pp | 82.8%+10.5pp |
| Annual return | 21.43% | 19.31%+2.1pp | 18.95%+2.5pp | 578.59%-557.2pp |
| Employer contribution / active EE | $1,500 | $4,937-69.6% | $3,785-60.4% | $4,876-69.2% |
| Participant deferral / active EE | $4,364 | $4,912-11.2% | $3,929+11.1% | $5,439-19.8% |
| Admin fee / account holder | $12,996 | $7,856+65.4% | $5,974+117.5% | $10,886+19.4% |