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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 | $47,829 | $93,345-48.8% | $119,126-59.9% | $87,485-45.3% |
| Participation rate | 95.8% | 68.7%+27.1pp | 75.8%+20.1pp | 68.9%+26.9pp |
| Annual return | 24.72% | 19.08%+5.6pp | 282.11%-257.4pp | 26.06%-1.3pp |
| Employer contribution / active EE | $4,010 | $3,172+26.4% | $4,034-0.6% | $2,596+54.5% |
| Participant deferral / active EE | $8,489 | $4,099+107.1% | $5,318+59.6% | $4,274+98.6% |
| Admin fee / account holder | $3,811 | $8,039-52.6% | $10,693-64.4% | $7,775-51.0% |