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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 | $44,419 | $80,992-45.2% | $96,534-54.0% | $75,173-40.9% |
| Participation rate | 97.3% | 71.8%+25.5pp | 76.0%+21.3pp | 67.2%+30.1pp |
| Annual return | 16.11% | 27.05%-10.9pp | 25.88%-9.8pp | 160.72%-144.6pp |
| Employer contribution / active EE | $6,608 | $2,283+189.5% | $2,965+122.8% | $2,671+147.4% |
| Participant deferral / active EE | $4,304 | $3,929+9.5% | $4,851-11.3% | $4,126+4.3% |
| Admin fee / account holder | $945 | $6,717-85.9% | $8,253-88.6% | $5,651-83.3% |