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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 | $79,604 | $97,550-18.4% | $120,344-33.9% | $87,485-9.0% |
| Participation rate | 97.7% | 72.8%+24.9pp | 76.7%+21.0pp | 68.9%+28.8pp |
| Annual return | 26.97% | 18.41%+8.6pp | 20.30%+6.7pp | 26.06%+0.9pp |
| Employer contribution / active EE | $4,286 | $2,291+87.1% | $3,020+41.9% | $2,596+65.1% |
| Participant deferral / active EE | $11,903 | $4,230+181.4% | $5,135+131.8% | $4,274+178.5% |
| Admin fee / account holder | $5,604 | $9,543-41.3% | $12,742-56.0% | $7,775-27.9% |