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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 | $101,778-55.5% | $164,975-72.5% | $80,925-44.0% |
| Participation rate | 97.6% | 71.8%+25.7pp | 78.6%+18.9pp | 67.7%+29.9pp |
| Annual return | 19.40% | 16.73%+2.7pp | 70.12%-50.7pp | 35.65%-16.3pp |
| 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+68.7% | $4,299+136.9% |
| Admin fee / account holder | $994 | $8,221-87.9% | $12,688-92.2% | $6,940-85.7% |