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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 | $78,520-60.9% | $96,576-68.2% | $82,448-62.8% |
| Participation rate | 95.8% | 77.7%+18.1pp | 81.4%+14.4pp | 68.1%+27.8pp |
| Annual return | 23.56% | 41.30%-17.7pp | 38.47%-14.9pp | 41.64%-18.1pp |
| Employer contribution / active EE | $4,727 | $2,630+79.8% | $3,553+33.0% | $2,551+85.3% |
| Participant deferral / active EE | $8,755 | $6,754+29.6% | $7,956+10.0% | $4,139+111.5% |
| Admin fee / account holder | $707 | $13,455-94.7% | $11,381-93.8% | $7,234-90.2% |