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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 | $81,476-38.6% | $102,383-51.2% | $80,925-38.2% |
| Participation rate | 98.3% | 66.8%+31.5pp | 74.5%+23.8pp | 67.7%+30.6pp |
| Annual return | 41.59% | 25.59%+16.0pp | 24.94%+16.7pp | 35.65%+5.9pp |
| Employer contribution / active EE | $8,676 | $3,105+179.4% | $3,870+124.2% | $2,756+214.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,100 | $6,717-24.1% | $8,391-39.2% | $6,940-26.5% |