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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 | $55,206 | $100,003-44.8% | $146,685-62.4% | $85,856-35.7% |
| Participation rate | 97.1% | 73.1%+24.1pp | 80.1%+17.1pp | 69.3%+27.8pp |
| Annual return | 14.25% | 18.93%-4.7pp | 22.75%-8.5pp | 318.58%-304.3pp |
| Employer contribution / active EE | $3,712 | $2,559+45.0% | $4,137-10.3% | $2,565+44.7% |
| Participant deferral / active EE | $8,098 | $4,006+102.1% | $5,507+47.1% | $3,952+104.9% |
| Admin fee / account holder | $510 | $7,704-93.4% | $10,281-95.0% | $6,261-91.8% |