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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 | $56,601 | $66,319-14.7% | $93,621-39.5% | $65,185-13.2% |
| Participation rate | 84.5% | 74.0%+10.5pp | 75.8%+8.7pp | 70.2%+14.3pp |
| Annual return | 39.59% | 42.59%-3.0pp | 32.76%+6.8pp | 29.38%+10.2pp |
| Employer contribution / active EE | $6,417 | $2,013+218.8% | $2,719+136.0% | $2,177+194.8% |
| Participant deferral / active EE | $12,761 | $3,343+281.7% | $4,070+213.6% | $3,514+263.2% |
| Admin fee / account holder | $2,441 | $6,900-64.6% | $7,890-69.1% | $847+188.1% |