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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 | $39,391 | $71,353-44.8% | $92,805-57.6% | $86,983-54.7% |
| Participation rate | 96.2% | 80.9%+15.3pp | 83.5%+12.6pp | 69.5%+26.6pp |
| Annual return | 41.56% | 44.68%-3.1pp | 31.59%+10.0pp | 25.83%+15.7pp |
| Employer contribution / active EE | $4,691 | $2,468+90.1% | $3,424+37.0% | $2,584+81.5% |
| Participant deferral / active EE | $8,760 | $6,966+25.8% | $8,448+3.7% | $4,194+108.9% |
| Admin fee / account holder | $5,559 | $6,099-8.9% | $10,911-49.0% | $7,856-29.2% |