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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 | $37,915 | $48,314-21.5% | $67,561-43.9% | $80,925-53.1% |
| Participation rate | 94.7% | 66.4%+28.3pp | 72.9%+21.8pp | 67.7%+27.1pp |
| Annual return | 17.65% | 18.28%-0.6pp | 3525.44%-3507.8pp | 35.65%-18.0pp |
| Employer contribution / active EE | $1,405 | $2,022-30.5% | $2,735-48.6% | $2,756-49.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $372 | $3,690-89.9% | $4,006-90.7% | $6,940-94.6% |