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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 | $48,070 | $81,476-41.0% | $102,383-53.0% | $80,925-40.6% |
| Participation rate | 97.6% | 66.8%+30.7pp | 74.5%+23.1pp | 67.7%+29.9pp |
| Annual return | 34.98% | 25.59%+9.4pp | 24.94%+10.0pp | 35.65%-0.7pp |
| Employer contribution / active EE | $13,507 | $3,105+335.0% | $3,870+249.0% | $2,756+390.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,710 | $6,717-44.8% | $8,391-55.8% | $6,940-46.5% |