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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 | $83,898-10.0% | $133,346-43.4% | $94,015-19.7% |
| Participation rate | 98.0% | 63.4%+34.6pp | 72.8%+25.2pp | 70.8%+27.2pp |
| Annual return | 30.37% | 16.00%+14.4pp | 36.85%-6.5pp | 17.84%+12.5pp |
| Employer contribution / active EE | $6,205 | $1,821+240.8% | $2,853+117.4% | $2,790+122.4% |
| Participant deferral / active EE | $9,338 | $3,245+187.8% | $4,332+115.6% | $4,249+119.8% |
| Admin fee / account holder | $1,363 | $7,809-82.5% | $14,264-90.4% | $8,951-84.8% |