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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 | $33,687 | $72,269-53.4% | $101,271-66.7% | $79,852-57.8% |
| Participation rate | 97.4% | 68.5%+29.0pp | 75.8%+21.6pp | 69.6%+27.8pp |
| Annual return | 43.69% | 22.29%+21.4pp | 46.48%-2.8pp | 31.72%+12.0pp |
| Employer contribution / active EE | $7,190 | $2,692+167.1% | $3,660+96.4% | $2,471+190.9% |
| Participant deferral / active EE | $6,498 | $3,282+98.0% | $4,371+48.7% | $3,740+73.7% |
| Admin fee / account holder | $1,525 | $4,401-65.4% | $5,948-74.4% | $5,306-71.3% |