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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 | $67,620 | $89,515-24.5% | $103,065-34.4% | $80,959-16.5% |
| Participation rate | 88.7% | 76.0%+12.7pp | 80.6%+8.1pp | 67.7%+21.0pp |
| Annual return | 55.09% | 22.82%+32.3pp | 23.95%+31.1pp | 35.67%+19.4pp |
| Employer contribution / active EE | $18,628 | $4,015+363.9% | $4,675+298.5% | $2,757+575.6% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $6,625-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,658 | $6,527+17.3% | $9,349-18.1% | $6,925+10.6% |