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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 | $34,046 | $48,314-29.5% | $67,561-49.6% | $80,925-57.9% |
| Participation rate | 96.8% | 66.4%+30.4pp | 72.9%+23.9pp | 67.7%+29.1pp |
| Annual return | 14.44% | 18.28%-3.8pp | 3525.44%-3511.0pp | 35.65%-21.2pp |
| Employer contribution / active EE | $1,931 | $2,022-4.5% | $2,735-29.4% | $2,756-30.0% |
| Participant deferral / active EE | $1,931 | $2,927-34.0% | $4,003-51.8% | $4,299-55.1% |
| Admin fee / account holder | $869 | $3,690-76.4% | $4,006-78.3% | $6,940-87.5% |