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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 | $36,725 | $87,834-58.2% | $133,975-72.6% | $62,881-41.6% |
| Participation rate | 94.4% | 83.4%+11.0pp | 87.1%+7.3pp | 69.3%+25.1pp |
| Annual return | 9.71% | 12.05%-2.3pp | 29.29%-19.6pp | 20.14%-10.4pp |
| Employer contribution / active EE | $4,648 | $3,482+33.5% | $5,211-10.8% | $2,281+103.8% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,365 | $5,372-74.6% | $9,324-85.4% | $4,296-68.2% |