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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 | $71,124 | $106,864-33.4% | $147,318-51.7% | $82,637-13.9% |
| Participation rate | 93.1% | 75.5%+17.6pp | 82.1%+11.0pp | 68.1%+25.0pp |
| Annual return | 32.94% | 27.49%+5.5pp | 70.43%-37.5pp | 53.51%-20.6pp |
| Employer contribution / active EE | $4,493 | $3,417+31.5% | $4,593-2.2% | $2,552+76.1% |
| Participant deferral / active EE | $12,803 | $6,496+97.1% | $7,906+61.9% | $4,126+210.3% |
| Admin fee / account holder | $8,597 | $8,415+2.2% | $13,708-37.3% | $7,339+17.1% |