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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 | $40,404 | $56,894-29.0% | $84,753-52.3% | $62,881-35.7% |
| Participation rate | 96.8% | 68.5%+28.2pp | 76.6%+20.2pp | 69.3%+27.5pp |
| Annual return | 13.11% | 6.30%+6.8pp | 22.78%-9.7pp | 20.14%-7.0pp |
| Employer contribution / active EE | $5,653 | $2,400+135.6% | $3,574+58.2% | $2,281+147.9% |
| Participant deferral / active EE | $5,484 | $2,709+102.4% | $3,712+47.7% | $3,203+71.2% |
| Admin fee / account holder | $876 | $3,581-75.5% | $5,333-83.6% | $4,296-79.6% |