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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 | $38,961 | $69,590-44.0% | $136,867-71.5% | $94,015-58.6% |
| Participation rate | 98.4% | 66.3%+32.1pp | 74.5%+23.9pp | 70.8%+27.6pp |
| Annual return | 11.56% | 19.62%-8.1pp | 42.97%-31.4pp | 17.84%-6.3pp |
| Employer contribution / active EE | $4,425 | $2,396+84.6% | $3,547+24.7% | $2,790+58.6% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $4,924-100.0% | $4,249-100.0% |
| Admin fee / account holder | $438 | $8,912-95.1% | $10,340-95.8% | $8,951-95.1% |