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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 | $34,077 | $101,795-66.5% | $165,100-79.4% | $80,959-57.9% |
| Participation rate | 98.5% | 71.8%+26.6pp | 78.6%+19.8pp | 67.7%+30.8pp |
| Annual return | 24.30% | 16.73%+7.6pp | 70.21%-45.9pp | 35.67%-11.4pp |
| Employer contribution / active EE | $2,587 | $2,954-12.4% | $4,348-40.5% | $2,757-6.2% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $959 | $8,221-88.3% | $12,696-92.4% | $6,925-86.2% |