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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 | $40,855 | $83,061-50.8% | $126,068-67.6% | $94,015-56.5% |
| Participation rate | 94.5% | 81.2%+13.4pp | 84.7%+9.8pp | 70.8%+23.7pp |
| Annual return | 25.80% | 20.41%+5.4pp | 15.01%+10.8pp | 17.84%+8.0pp |
| Employer contribution / active EE | $6,001 | $2,864+109.6% | $3,968+51.2% | $2,790+115.1% |
| Participant deferral / active EE | $13,240 | $7,042+88.0% | $8,214+61.2% | $4,249+211.6% |
| Admin fee / account holder | $11,217 | $7,208+55.6% | $18,264-38.6% | $8,951+25.3% |