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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 | $75,759 | $81,504-7.0% | $102,437-26.0% | $80,959-6.4% |
| Participation rate | 91.5% | 66.9%+24.6pp | 74.5%+17.0pp | 67.7%+23.8pp |
| Annual return | 47.08% | 25.60%+21.5pp | 24.95%+22.1pp | 35.67%+11.4pp |
| Employer contribution / active EE | $858 | $3,104-72.4% | $3,871-77.8% | $2,757-68.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $745 | $6,719-88.9% | $8,388-91.1% | $6,925-89.2% |