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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 | $42,428 | $81,446-47.9% | $103,374-59.0% | $80,874-47.5% |
| Participation rate | 98.7% | 66.9%+31.9pp | 74.5%+24.2pp | 67.6%+31.1pp |
| Annual return | 47.70% | 25.57%+22.1pp | 24.89%+22.8pp | 35.62%+12.1pp |
| Employer contribution / active EE | $13,130 | $3,107+322.6% | $3,869+239.3% | $2,756+376.5% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,711 | $6,715-74.5% | $8,394-79.6% | $6,935-75.3% |