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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 | $40,275-13.0% | $57,356-38.9% | $59,633-41.2% |
| Participation rate | 90.9% | 69.1%+21.8pp | 75.1%+15.8pp | 68.7%+22.2pp |
| Annual return | 12.54% | 27.52%-15.0pp | 24.41%-11.9pp | 2041.45%-2028.9pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,887 | $2,400+103.7% | $3,162+54.6% | $3,192+53.1% |
| Admin fee / account holder | $842 | $2,820-70.1% | $3,357-74.9% | $4,297-80.4% |