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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 | $50,002 | $81,504-38.7% | $102,437-51.2% | $80,959-38.2% |
| Participation rate | 98.3% | 66.9%+31.5pp | 74.5%+23.8pp | 67.7%+30.6pp |
| Annual return | 41.59% | 25.60%+16.0pp | 24.95%+16.6pp | 35.67%+5.9pp |
| Employer contribution / active EE | $8,676 | $3,104+179.5% | $3,871+124.1% | $2,757+214.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,100 | $6,719-24.1% | $8,388-39.2% | $6,925-26.4% |