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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 | $55,430 | $81,476-32.0% | $102,383-45.9% | $80,925-31.5% |
| Participation rate | 94.9% | 66.8%+28.1pp | 74.5%+20.4pp | 67.7%+27.2pp |
| Annual return | 31.54% | 25.59%+5.9pp | 24.94%+6.6pp | 35.65%-4.1pp |
| Employer contribution / active EE | $8,806 | $3,105+183.6% | $3,870+127.5% | $2,756+219.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,660 | $6,717-30.6% | $8,391-44.5% | $6,940-32.9% |