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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 | $40,759 | $53,128-23.3% | $86,582-52.9% | $70,126-41.9% |
| Participation rate | 96.0% | 65.3%+30.7pp | 73.5%+22.5pp | 69.5%+26.5pp |
| Annual return | 20.16% | 27.66%-7.5pp | 965.08%-944.9pp | 73.15%-53.0pp |
| Employer contribution / active EE | $3,100 | $2,068+49.9% | $2,839+9.2% | $2,343+32.3% |
| Participant deferral / active EE | $4,863 | $2,695+80.5% | $3,609+34.8% | $3,332+46.0% |
| Admin fee / account holder | $902 | $3,584-74.8% | $4,904-81.6% | $4,645-80.6% |