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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 | $28,596 | $77,358-63.0% | $102,184-72.0% | $87,485-67.3% |
| Participation rate | 93.5% | 78.7%+14.9pp | 82.6%+11.0pp | 68.9%+24.6pp |
| Annual return | 44.18% | 41.11%+3.1pp | 31.58%+12.6pp | 26.06%+18.1pp |
| Employer contribution / active EE | $5,565 | $2,562+117.2% | $3,594+54.8% | $2,596+114.3% |
| Participant deferral / active EE | $13,167 | $6,753+95.0% | $8,309+58.5% | $4,274+208.1% |
| Admin fee / account holder | $1,034 | $6,809-84.8% | $11,609-91.1% | $7,775-86.7% |