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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 | $30,476 | $76,551-60.2% | $123,894-75.4% | $62,881-51.5% |
| Participation rate | 98.4% | 73.0%+25.4pp | 81.4%+16.9pp | 69.3%+29.1pp |
| Annual return | 15.99% | 18.68%-2.7pp | 47.52%-31.5pp | 20.14%-4.2pp |
| Employer contribution / active EE | $1,280 | $2,882-55.6% | $4,617-72.3% | $2,281-43.9% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,913 | $4,826-39.6% | $8,357-65.1% | $4,296-32.2% |