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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 | $30,689 | $83,061-63.1% | $126,068-75.7% | $94,015-67.4% |
| Participation rate | 95.8% | 81.2%+14.7pp | 84.7%+11.1pp | 70.8%+25.0pp |
| Annual return | 23.56% | 20.41%+3.2pp | 15.01%+8.6pp | 17.84%+5.7pp |
| Employer contribution / active EE | $4,727 | $2,864+65.1% | $3,968+19.1% | $2,790+69.4% |
| Participant deferral / active EE | $8,755 | $7,042+24.3% | $8,214+6.6% | $4,249+106.0% |
| Admin fee / account holder | $707 | $7,208-90.2% | $18,264-96.1% | $8,951-92.1% |