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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 | $81,297 | $58,057+40.0% | $97,032-16.2% | $86,983-6.5% |
| Participation rate | 96.9% | 60.4%+36.5pp | 71.6%+25.3pp | 69.5%+27.3pp |
| Annual return | 35.24% | 22.26%+13.0pp | 35.38%-0.1pp | 25.83%+9.4pp |
| Employer contribution / active EE | $8,353 | $1,663+402.2% | $2,629+217.7% | $2,584+223.2% |
| Participant deferral / active EE | $17,979 | $3,244+454.2% | $4,672+284.8% | $4,194+328.7% |
| Admin fee / account holder | $7,912 | $4,839+63.5% | $9,418-16.0% | $7,856+0.7% |