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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 | $45,335 | $101,763-55.5% | $164,866-72.5% | $80,874-43.9% |
| Participation rate | 97.6% | 71.8%+25.7pp | 78.6%+19.0pp | 67.6%+29.9pp |
| Annual return | 19.40% | 16.73%+2.7pp | 69.97%-50.6pp | 35.62%-16.2pp |
| Employer contribution / active EE | $5,095 | $2,954+72.5% | $4,343+17.3% | $2,756+84.9% |
| Participant deferral / active EE | $10,181 | $4,477+127.4% | $6,033+68.8% | $4,297+136.9% |
| Admin fee / account holder | $994 | $8,228-87.9% | $12,689-92.2% | $6,935-85.7% |