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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 | $72,441 | $93,589-22.6% | $135,942-46.7% | $75,181-3.6% |
| Participation rate | 90.2% | 75.2%+15.1pp | 81.9%+8.3pp | 67.2%+23.0pp |
| Annual return | 40.70% | 30.90%+9.8pp | 68.28%-27.6pp | 160.69%-120.0pp |
| Employer contribution / active EE | $8,711 | $3,537+146.3% | $4,858+79.3% | $2,671+226.2% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $42,265 | $6,977+505.8% | $10,764+292.7% | $5,650+648.1% |