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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 | $54,854 | $131,162-58.2% | $97,411-43.7% | $64,097-14.4% |
| Participation rate | 93.4% | 73.9%+19.5pp | 80.4%+13.0pp | 55.2%+38.2pp |
| Annual return | 34.91% | 37.93%-3.0pp | 34.72%+0.2pp | 34.64%+0.3pp |
| Employer contribution / active EE | $7,981 | $4,563+74.9% | $4,210+89.6% | $1,891+321.9% |
| Participant deferral / active EE | $11,193 | $6,687+67.4% | $5,886+90.2% | $3,080+263.4% |
| Admin fee / account holder | $2,199 | $2,928-24.9% | $7,145-69.2% | $3,454-36.3% |