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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 | $73,839 | $86,938-15.1% | $102,423-27.9% | $80,925-8.8% |
| Participation rate | 93.9% | 72.4%+21.6pp | 76.5%+17.4pp | 67.7%+26.3pp |
| Annual return | 30.41% | 18.89%+11.5pp | 29.42%+1.0pp | 35.65%-5.2pp |
| Employer contribution / active EE | $7,111 | $2,369+200.1% | $3,023+135.2% | $2,756+158.0% |
| Participant deferral / active EE | $16,539 | $4,120+301.4% | $5,054+227.2% | $4,299+284.7% |
| Admin fee / account holder | $11,920 | $8,053+48.0% | $9,455+26.1% | $6,940+71.8% |