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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 | $35,406 | $81,276-56.4% | $155,574-77.2% | $80,925-56.2% |
| Participation rate | 98.1% | 66.2%+31.8pp | 78.2%+19.9pp | 67.7%+30.4pp |
| Annual return | 31.88% | 33.36%-1.5pp | 64.87%-33.0pp | 35.65%-3.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,952 | $3,453+101.4% | $5,629+23.5% | $4,299+61.7% |
| Admin fee / account holder | $3,418 | $7,993-57.2% | $15,914-78.5% | $6,940-50.7% |