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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 | $42,821 | $75,962-43.6% | $154,108-72.2% | $64,173-33.3% |
| Participation rate | 97.2% | 70.4%+26.8pp | 83.0%+14.2pp | 69.6%+27.7pp |
| Annual return | 7.44% | 30.32%-22.9pp | 735.21%-727.8pp | 7.63%-0.2pp |
| Employer contribution / active EE | $4,209 | $3,350+25.6% | $5,298-20.5% | $2,381+76.8% |
| Participant deferral / active EE | $4,060 | $3,175+27.9% | $5,081-20.1% | $3,470+17.0% |
| Admin fee / account holder | $6,660 | $5,589+19.2% | $13,411-50.3% | $4,887+36.3% |