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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 | $36,542 | $74,535-51.0% | $100,712-63.7% | $82,637-55.8% |
| Participation rate | 89.7% | 61.2%+28.5pp | 69.3%+20.4pp | 68.1%+21.6pp |
| Annual return | 21.43% | 18.92%+2.5pp | 33.27%-11.8pp | 53.51%-32.1pp |
| Employer contribution / active EE | $517 | $1,503-65.6% | $2,313-77.6% | $2,552-79.7% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,076 | $6,576-83.6% | $9,256-88.4% | $7,339-85.3% |