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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 | $36,923 | $53,774-31.3% | $134,162-72.5% | $79,856-53.8% |
| Participation rate | 93.1% | 58.8%+34.3pp | 72.2%+20.9pp | 69.6%+23.5pp |
| Annual return | 36.27% | 19.01%+17.3pp | 36.35%-0.1pp | 31.71%+4.6pp |
| Employer contribution / active EE | $6,467 | $1,322+389.3% | $3,705+74.5% | $2,471+161.7% |
| Participant deferral / active EE | $11,562 | $2,420+377.8% | $3,500+230.4% | $3,741+209.1% |
| Admin fee / account holder | $545 | $3,985-86.3% | $6,685-91.9% | $5,306-89.7% |