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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 | $31,502 | $97,289-67.6% | $92,805-66.1% | $155,188-79.7% |
| Participation rate | 95.7% | 84.2%+11.5pp | 83.5%+12.1pp | 80.8%+14.8pp |
| Annual return | 37.05% | 29.03%+8.0pp | 31.59%+5.5pp | 148.84%-111.8pp |
| Employer contribution / active EE | $8,401 | $3,632+131.3% | $3,424+145.3% | $4,248+97.8% |
| Participant deferral / active EE | $16,653 | $8,795+89.3% | $8,448+97.1% | $6,531+155.0% |
| Admin fee / account holder | $10,611 | $12,015-11.7% | $10,911-2.7% | $14,480-26.7% |