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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 | $36,970 | $94,436-60.9% | $115,599-68.0% | $82,637-55.3% |
| Participation rate | 97.6% | 70.4%+27.1pp | 74.3%+23.3pp | 68.1%+29.5pp |
| Annual return | 32.42% | 18.37%+14.0pp | 111.10%-78.7pp | 53.51%-21.1pp |
| Employer contribution / active EE | $7,823 | $2,324+236.7% | $2,955+164.7% | $2,552+206.5% |
| Participant deferral / active EE | $15,900 | $3,955+302.0% | $4,889+225.2% | $4,126+285.3% |
| Admin fee / account holder | $3,880 | $10,328-62.4% | $12,841-69.8% | $7,339-47.1% |