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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 | $37,326 | $84,236-55.7% | $170,435-78.1% | $70,126-46.8% |
| Participation rate | 88.9% | 70.8%+18.1pp | 83.6%+5.3pp | 69.5%+19.3pp |
| Annual return | 19.92% | 23.06%-3.1pp | 205.94%-186.0pp | 73.15%-53.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,374 | $3,086+9.3% | $4,939-31.7% | $3,332+1.3% |
| Admin fee / account holder | $574 | $5,698-89.9% | $13,881-95.9% | $4,645-87.6% |