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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 | $37,528 | $72,177-48.0% | $115,037-67.4% | $59,632-37.1% |
| Participation rate | 98.9% | 72.6%+26.3pp | 81.4%+17.5pp | 68.7%+30.2pp |
| Annual return | 2.77% | 12.02%-9.3pp | 26.14%-23.4pp | 2041.32%-2038.6pp |
| Employer contribution / active EE | $4,734 | $2,841+66.6% | $4,608+2.7% | $2,203+114.9% |
| Participant deferral / active EE | $9,204 | $4,783+92.4% | $6,026+52.7% | $3,192+188.4% |
| Admin fee / account holder | $1,054 | $4,927-78.6% | $8,175-87.1% | $4,297-75.5% |