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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 | $44,586 | $37,156+20.0% | $83,854-46.8% | $86,983-48.7% |
| Participation rate | 97.9% | 49.1%+48.9pp | 59.1%+38.8pp | 69.5%+28.4pp |
| Annual return | 35.97% | 29.88%+6.1pp | 31.39%+4.6pp | 25.83%+10.1pp |
| Employer contribution / active EE | $5,983 | $661+805.4% | $1,017+488.2% | $2,584+131.5% |
| Participant deferral / active EE | $10,365 | $1,418+631.0% | $2,035+409.3% | $4,194+147.1% |
| Admin fee / account holder | $2,903 | $2,510+15.7% | $3,197-9.2% | $7,856-63.1% |