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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 | $32,937 | $59,804-44.9% | $81,982-59.8% | $79,856-58.8% |
| Participation rate | 97.0% | 61.6%+35.3pp | 69.3%+27.7pp | 69.6%+27.3pp |
| Annual return | 34.54% | 17.56%+17.0pp | 41.31%-6.8pp | 31.71%+2.8pp |
| Employer contribution / active EE | $5,415 | $1,713+216.0% | $2,498+116.7% | $2,471+119.1% |
| Participant deferral / active EE | $5,621 | $2,695+108.6% | $3,722+51.0% | $3,741+50.3% |
| Admin fee / account holder | $6,139 | $4,288+43.2% | $5,665+8.4% | $5,306+15.7% |