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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 | $60,584 | $109,620-44.7% | $148,496-59.2% | $94,015-35.6% |
| Participation rate | 88.0% | 71.3%+16.7pp | 76.0%+12.0pp | 70.8%+17.2pp |
| Annual return | 35.13% | 17.54%+17.6pp | 12.33%+22.8pp | 17.84%+17.3pp |
| Employer contribution / active EE | $4,250 | $2,618+62.3% | $3,497+21.5% | $2,790+52.3% |
| Participant deferral / active EE | $2,638 | $3,831-31.1% | $4,808-45.1% | $4,249-37.9% |
| Admin fee / account holder | $18,585 | $10,050+84.9% | $19,547-4.9% | $8,951+107.6% |