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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 | $37,356 | $53,774-30.5% | $134,162-72.2% | $79,852-53.2% |
| Participation rate | 91.8% | 58.8%+33.1pp | 72.2%+19.6pp | 69.6%+22.2pp |
| Annual return | 33.62% | 19.01%+14.6pp | 36.35%-2.7pp | 31.72%+1.9pp |
| Employer contribution / active EE | $6,176 | $1,322+367.4% | $3,705+66.7% | $2,471+149.9% |
| Participant deferral / active EE | $7,030 | $2,420+190.5% | $3,500+100.9% | $3,740+88.0% |
| Admin fee / account holder | $993 | $3,985-75.1% | $6,685-85.1% | $5,306-81.3% |