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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 | $61,568 | $86,330-28.7% | $121,871-49.5% | $94,015-34.5% |
| Participation rate | 98.4% | 66.7%+31.8pp | 73.2%+25.2pp | 70.8%+27.6pp |
| Annual return | 26.49% | 14.95%+11.5pp | 13.57%+12.9pp | 17.84%+8.6pp |
| Employer contribution / active EE | $5,024 | $2,292+119.2% | $2,731+84.0% | $2,790+80.1% |
| Participant deferral / active EE | $11,061 | $3,146+251.6% | $4,318+156.1% | $4,249+160.3% |
| Admin fee / account holder | $3,041 | $7,346-58.6% | $11,551-73.7% | $8,951-66.0% |