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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 | $57,922 | $80,992-28.5% | $96,534-40.0% | $75,173-22.9% |
| Participation rate | 90.7% | 71.8%+18.9pp | 76.0%+14.7pp | 67.2%+23.5pp |
| Annual return | 35.63% | 27.05%+8.6pp | 25.88%+9.8pp | 160.72%-125.1pp |
| Employer contribution / active EE | $2,599 | $2,283+13.9% | $2,965-12.4% | $2,671-2.7% |
| Participant deferral / active EE | $11,124 | $3,929+183.1% | $4,851+129.3% | $4,126+169.6% |
| Admin fee / account holder | $1,262 | $6,717-81.2% | $8,253-84.7% | $5,651-77.7% |