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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 | $41,021 | $110,410-62.8% | $102,437-60.0% | $145,897-71.9% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.5%+20.5pp | 80.3%+14.7pp |
| Annual return | 15.28% | 24.85%-9.6pp | 24.95%-9.7pp | 552.29%-537.0pp |
| Employer contribution / active EE | $5,387 | $4,217+27.7% | $3,871+39.2% | $4,663+15.5% |
| Participant deferral / active EE | $4,647 | $5,622-17.3% | $5,060-8.2% | $6,689-30.5% |
| Admin fee / account holder | $3,245 | $9,745-66.7% | $8,388-61.3% | $13,390-75.8% |