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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 | $35,037 | $40,263-13.0% | $57,347-38.9% | $59,632-41.2% |
| Participation rate | 90.9% | 69.2%+21.7pp | 75.1%+15.8pp | 68.7%+22.2pp |
| Annual return | 12.54% | 27.50%-15.0pp | 24.40%-11.9pp | 2041.32%-2028.8pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,887 | $2,400+103.6% | $3,162+54.6% | $3,192+53.1% |
| Admin fee / account holder | $842 | $2,819-70.1% | $3,356-74.9% | $4,297-80.4% |