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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 | $94,031-20.0% | $115,768-35.1% | $82,448-8.8% |
| Participation rate | 93.9% | 70.4%+23.5pp | 74.4%+19.5pp | 68.1%+25.9pp |
| Annual return | 35.99% | 20.61%+15.4pp | 100.46%-64.5pp | 41.64%-5.7pp |
| Employer contribution / active EE | $3,553 | $2,323+52.9% | $2,940+20.8% | $2,551+39.3% |
| Participant deferral / active EE | $6,656 | $3,972+67.6% | $4,917+35.4% | $4,139+60.8% |
| Admin fee / account holder | $423 | $10,249-95.9% | $12,439-96.6% | $7,234-94.2% |