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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 | $33,570 | $58,600-42.7% | $83,327-59.7% | $64,173-47.7% |
| Participation rate | 96.5% | 72.0%+24.4pp | 77.8%+18.7pp | 69.6%+26.9pp |
| Annual return | 13.63% | 9.66%+4.0pp | 10.64%+3.0pp | 7.63%+6.0pp |
| Employer contribution / active EE | $2,720 | $2,098+29.6% | $3,379-19.5% | $2,381+14.2% |
| Participant deferral / active EE | $11,720 | $4,656+151.7% | $5,565+110.6% | $3,470+237.8% |
| Admin fee / account holder | $501 | $9,282-94.6% | $7,540-93.4% | $4,887-89.7% |