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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 | $69,896 | $115,931-39.7% | $185,441-62.3% | $86,983-19.6% |
| Participation rate | 92.3% | 73.6%+18.7pp | 80.3%+12.0pp | 69.5%+22.8pp |
| Annual return | 32.73% | 21.47%+11.3pp | 20.16%+12.6pp | 25.83%+6.9pp |
| Employer contribution / active EE | $6,980 | $2,937+137.7% | $4,672+49.4% | $2,584+170.1% |
| Participant deferral / active EE | $17,427 | $4,551+282.9% | $6,152+183.3% | $4,194+315.5% |
| Admin fee / account holder | $7,689 | $10,687-28.0% | $17,890-57.0% | $7,856-2.1% |