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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 | $54,854 | $65,306-16.0% | $116,538-52.9% | $65,306-16.0% |
| Participation rate | 93.4% | 57.7%+35.7pp | 82.6%+10.8pp | 57.7%+35.7pp |
| Annual return | 34.91% | 21.94%+13.0pp | 17.97%+16.9pp | 21.94%+13.0pp |
| Employer contribution / active EE | $7,981 | $1,967+305.7% | $4,541+75.7% | $1,967+305.7% |
| Participant deferral / active EE | $11,193 | $2,959+278.2% | $6,207+80.3% | $2,959+278.2% |
| Admin fee / account holder | $2,199 | $3,480-36.8% | $8,737-74.8% | $3,480-36.8% |