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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 | $63,806 | $83,061-23.2% | $126,068-49.4% | $94,015-32.1% |
| Participation rate | 90.0% | 81.2%+8.8pp | 84.7%+5.3pp | 70.8%+19.2pp |
| Annual return | 24.24% | 20.41%+3.8pp | 15.01%+9.2pp | 17.84%+6.4pp |
| Employer contribution / active EE | $37 | $2,864-98.7% | $3,968-99.1% | $2,790-98.7% |
| Participant deferral / active EE | $14,098 | $7,042+100.2% | $8,214+71.6% | $4,249+231.8% |
| Admin fee / account holder | $10,213 | $7,208+41.7% | $18,264-44.1% | $8,951+14.1% |