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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 | $48,214 | $146,267-67.0% | $197,124-75.5% | $82,448-41.5% |
| Participation rate | 97.1% | 84.0%+13.1pp | 86.7%+10.4pp | 68.1%+29.1pp |
| Annual return | 36.80% | 29.61%+7.2pp | 44.34%-7.5pp | 41.64%-4.8pp |
| Employer contribution / active EE | $11,737 | $4,723+148.5% | $6,227+88.5% | $2,551+360.1% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,763 | $14,422-60.0% | $16,298-64.6% | $7,234-20.3% |