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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 | $94,676 | $72,273+31.0% | $101,275-6.5% | $79,856+18.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 38.42% | 22.30%+16.1pp | 46.48%-8.1pp | 31.71%+6.7pp |
| Employer contribution / active EE | $5,064 | $2,691+88.2% | $3,660+38.4% | $2,471+104.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,220 | $4,401-26.8% | $5,948-45.9% | $5,306-39.3% |