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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 | $37,293 | $72,269-48.4% | $101,271-63.2% | $79,852-53.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 19.45% | 22.29%-2.8pp | 46.48%-27.0pp | 31.72%-12.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,437 | $3,282+35.2% | $4,371+1.5% | $3,740+18.6% |
| Admin fee / account holder | $353 | $4,401-92.0% | $5,948-94.1% | $5,306-93.4% |