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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 | $49,613 | $76,551-35.2% | $123,894-60.0% | $62,881-21.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 36.58% | 18.68%+17.9pp | 47.52%-10.9pp | 20.14%+16.4pp |
| Employer contribution / active EE | $5,503 | $2,882+90.9% | $4,617+19.2% | $2,281+141.3% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $650 | $4,826-86.5% | $8,357-92.2% | $4,296-84.9% |