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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 | $34,370 | $76,407-55.0% | $150,298-77.1% | $82,448-58.3% |
| Participation rate | 97.4% | 66.4%+31.0pp | 77.8%+19.6pp | 68.1%+29.3pp |
| Annual return | 39.45% | 39.99%-0.5pp | 62.79%-23.3pp | 41.64%-2.2pp |
| Employer contribution / active EE | $490 | $2,614-81.3% | $4,154-88.2% | $2,551-80.8% |
| Participant deferral / active EE | $3,201 | $3,214-0.4% | $5,453-41.3% | $4,139-22.7% |
| Admin fee / account holder | $815 | $6,352-87.2% | $14,116-94.2% | $7,234-88.7% |