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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 | $70,208 | $149,446-53.0% | $256,809-72.7% | $94,015-25.3% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 22.01% | 17.55%+4.5pp | 32.73%-10.7pp | 17.84%+4.2pp |
| Employer contribution / active EE | $9,210 | $4,596+100.4% | $7,263+26.8% | $2,790+230.1% |
| Participant deferral / active EE | $9,756 | $6,491+50.3% | $9,520+2.5% | $4,249+129.6% |
| Admin fee / account holder | $2,317 | $24,035-90.4% | $25,146-90.8% | $8,951-74.1% |