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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 | $75,180 | $109,620-31.4% | $148,496-49.4% | $94,015-20.0% |
| Participation rate | 93.9% | 71.3%+22.7pp | 76.0%+17.9pp | 70.8%+23.1pp |
| Annual return | 35.99% | 17.54%+18.5pp | 12.33%+23.7pp | 17.84%+18.1pp |
| Employer contribution / active EE | $3,553 | $2,618+35.7% | $3,497+1.6% | $2,790+27.3% |
| Participant deferral / active EE | $6,656 | $3,831+73.7% | $4,808+38.4% | $4,249+56.6% |
| Admin fee / account holder | $423 | $10,050-95.8% | $19,547-97.8% | $8,951-95.3% |