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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 | $50,472 | $86,940-41.9% | $102,434-50.7% | $80,935-37.6% |
| Participation rate | 94.3% | 72.4%+22.0pp | 76.5%+17.8pp | 67.7%+26.7pp |
| Annual return | 35.45% | 18.89%+16.6pp | 29.46%+6.0pp | 35.66%-0.2pp |
| Employer contribution / active EE | $5,119 | $2,370+116.0% | $3,023+69.3% | $2,757+85.7% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $977 | $8,047-87.9% | $9,462-89.7% | $6,924-85.9% |