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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 | $59,371 | $95,404-37.8% | $113,397-47.6% | $82,637-28.2% |
| Participation rate | 96.7% | 72.8%+23.8pp | 76.5%+20.2pp | 68.1%+28.6pp |
| Annual return | 15.13% | 19.08%-3.9pp | 23.20%-8.1pp | 53.51%-38.4pp |
| Employer contribution / active EE | $3,360 | $2,307+45.7% | $2,977+12.9% | $2,552+31.7% |
| Participant deferral / active EE | $9,240 | $4,220+119.0% | $5,076+82.0% | $4,126+123.9% |
| Admin fee / account holder | $814 | $9,168-91.1% | $11,957-93.2% | $7,339-88.9% |