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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 | $36,610 | $106,280-65.6% | $96,538-62.1% | $139,487-73.8% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.3%+21.3pp | 80.3%+15.3pp |
| Annual return | 15.59% | 38.48%-22.9pp | 35.74%-20.1pp | 373.84%-358.3pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,508 | $5,457-54.0% | $4,880-48.6% | $6,713-62.6% |
| Admin fee / account holder | $1,438 | $7,888-81.8% | $6,737-78.7% | $11,407-87.4% |