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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 | $56,725 | $85,171-33.4% | $172,753-67.2% | $72,976-22.3% |
| Participation rate | 92.1% | 70.1%+22.0pp | 82.6%+9.5pp | 69.5%+22.6pp |
| Annual return | 43.84% | 27.32%+16.5pp | 803.00%-759.2pp | 81.02%-37.2pp |
| Employer contribution / active EE | $3,845 | $3,324+15.7% | $5,144-25.3% | $2,440+57.6% |
| Participant deferral / active EE | $4,301 | $3,260+31.9% | $5,198-17.3% | $3,608+19.2% |
| Admin fee / account holder | $4,131 | $5,880-29.8% | $13,956-70.4% | $5,124-19.4% |