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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 | $44,716 | $95,404-53.1% | $113,397-60.6% | $82,637-45.9% |
| Participation rate | 96.2% | 72.8%+23.3pp | 76.5%+19.7pp | 68.1%+28.1pp |
| Annual return | 26.80% | 19.08%+7.7pp | 23.20%+3.6pp | 53.51%-26.7pp |
| Employer contribution / active EE | $4,536 | $2,307+96.6% | $2,977+52.4% | $2,552+77.7% |
| Participant deferral / active EE | $7,480 | $4,220+77.3% | $5,076+47.3% | $4,126+81.3% |
| Admin fee / account holder | $1,861 | $9,168-79.7% | $11,957-84.4% | $7,339-74.6% |