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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 | $44,459 | $77,816-42.9% | $123,552-64.0% | $64,173-30.7% |
| Participation rate | 92.7% | 74.7%+18.0pp | 82.3%+10.4pp | 69.6%+23.1pp |
| Annual return | 14.02% | 12.49%+1.5pp | 119.20%-105.2pp | 7.63%+6.4pp |
| Employer contribution / active EE | $5,426 | $3,014+80.0% | $4,628+17.3% | $2,381+127.9% |
| Participant deferral / active EE | $7,441 | $5,240+42.0% | $6,426+15.8% | $3,470+114.5% |
| Admin fee / account holder | $733 | $5,519-86.7% | $9,285-92.1% | $4,887-85.0% |