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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 | $39,550 | $73,988-46.5% | $96,538-59.0% | $75,177-47.4% |
| Participation rate | 85.7% | 66.4%+19.3pp | 74.3%+11.4pp | 67.2%+18.5pp |
| Annual return | 31.89% | 26.73%+5.2pp | 35.74%-3.8pp | 160.75%-128.9pp |
| Employer contribution / active EE | $4,987 | $2,930+70.2% | $3,740+33.3% | $2,671+86.7% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,576 | $5,220-69.8% | $6,737-76.6% | $5,651-72.1% |