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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 | $62,059 | $88,042-29.5% | $138,135-55.1% | $79,858-22.3% |
| Participation rate | 77.3% | 71.4%+5.9pp | 78.7%-1.4pp | 69.6%+7.6pp |
| Annual return | 35.33% | 20.58%+14.8pp | 20.51%+14.8pp | 31.72%+3.6pp |
| Employer contribution / active EE | $6,425 | $3,103+107.0% | $5,587+15.0% | $2,471+160.0% |
| Participant deferral / active EE | $8,568 | $4,704+82.1% | $6,431+33.2% | $3,740+129.1% |
| Admin fee / account holder | $601 | $7,791-92.3% | $11,856-94.9% | $5,306-88.7% |