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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 | $43,357 | $57,352-24.4% | $83,831-48.3% | $64,173-32.4% |
| Participation rate | 98.3% | 68.6%+29.7pp | 76.1%+22.1pp | 69.6%+28.7pp |
| Annual return | 10.40% | 11.38%-1.0pp | 850.99%-840.6pp | 7.63%+2.8pp |
| Employer contribution / active EE | $3,118 | $2,546+22.5% | $3,631-14.1% | $2,381+31.0% |
| Participant deferral / active EE | $4,125 | $2,993+37.8% | $4,082+1.1% | $3,470+18.9% |
| Admin fee / account holder | $4,997 | $4,046+23.5% | $5,479-8.8% | $4,887+2.2% |