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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 | $75,503 | $76,834-1.7% | $108,359-30.3% | $87,485-13.7% |
| Participation rate | 98.0% | 61.7%+36.3pp | 70.1%+27.9pp | 68.9%+29.1pp |
| Annual return | 30.37% | 19.09%+11.3pp | 36.89%-6.5pp | 26.06%+4.3pp |
| Employer contribution / active EE | $6,205 | $1,556+298.7% | $2,399+158.6% | $2,596+139.0% |
| Participant deferral / active EE | $9,338 | $3,100+201.2% | $4,137+125.7% | $4,274+118.5% |
| Admin fee / account holder | $1,363 | $6,537-79.1% | $9,741-86.0% | $7,775-82.5% |