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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 | $37,689 | $67,894-44.5% | $89,340-57.8% | $82,448-54.3% |
| Participation rate | 95.3% | 64.0%+31.3pp | 69.6%+25.7pp | 68.1%+27.2pp |
| Annual return | 57.85% | 19.21%+38.6pp | 20.57%+37.3pp | 41.64%+16.2pp |
| Employer contribution / active EE | $3,277 | $1,828+79.3% | $2,231+46.9% | $2,551+28.5% |
| Participant deferral / active EE | $9,666 | $3,072+214.6% | $3,823+152.9% | $4,139+133.5% |
| Admin fee / account holder | $662 | $5,723-88.4% | $6,704-90.1% | $7,234-90.9% |