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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 | $61,915 | $61,172+1.2% | $185,851-66.7% | $79,389-22.0% |
| Participation rate | 95.1% | 66.6%+28.5pp | 81.7%+13.4pp | 70.7%+24.4pp |
| Annual return | 24.58% | 19.45%+5.1pp | 122.11%-97.5pp | 116.89%-92.3pp |
| Employer contribution / active EE | $4,276 | $2,321+84.3% | $5,168-17.3% | $2,428+76.1% |
| Participant deferral / active EE | $8,530 | $2,788+205.9% | $5,569+53.2% | $4,046+110.8% |
| Admin fee / account holder | $1,573 | $710+121.6% | $16,245-90.3% | $626+151.1% |