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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 | $78,520-63.6% | $96,576-70.4% | $82,448-65.3% |
| Participation rate | 93.5% | 77.7%+15.8pp | 81.4%+12.1pp | 68.1%+25.5pp |
| Annual return | 44.18% | 41.30%+2.9pp | 38.47%+5.7pp | 41.64%+2.5pp |
| Employer contribution / active EE | $5,565 | $2,630+111.6% | $3,553+56.6% | $2,551+118.1% |
| Participant deferral / active EE | $13,167 | $6,754+94.9% | $7,956+65.5% | $4,139+218.1% |
| Admin fee / account holder | $1,034 | $13,455-92.3% | $11,381-90.9% | $7,234-85.7% |