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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 | $49,873 | $201,370-75.2% | $184,256-72.9% | $145,897-65.8% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 21.32% | 29.05%-7.7pp | 28.85%-7.5pp | 552.29%-531.0pp |
| Employer contribution / active EE | $1,689 | $7,024-76.0% | $6,427-73.7% | $4,663-63.8% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $24,101 | $16,364+47.3% | $13,899+73.4% | $13,390+80.0% |