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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 | $57,804 | $138,393-58.2% | $184,256-68.6% | $80,959-28.6% |
| Participation rate | 96.9% | 83.9%+13.0pp | 86.8%+10.0pp | 67.7%+29.2pp |
| Annual return | 29.79% | 20.01%+9.8pp | 28.85%+0.9pp | 35.67%-5.9pp |
| Employer contribution / active EE | $4,547 | $4,847-6.2% | $6,427-29.3% | $2,757+64.9% |
| Participant deferral / active EE | $9,684 | $7,076+36.9% | $9,133+6.0% | $4,300+125.2% |
| Admin fee / account holder | $1,893 | $10,489-82.0% | $13,899-86.4% | $6,925-72.7% |