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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 | $81,358-56.5% | $155,556-77.2% | $80,959-56.3% |
| Participation rate | 98.1% | 66.3%+31.8pp | 78.2%+19.9pp | 67.7%+30.4pp |
| Annual return | 31.88% | 33.39%-1.5pp | 64.84%-33.0pp | 35.67%-3.8pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,952 | $3,455+101.2% | $5,631+23.5% | $4,300+61.7% |
| Admin fee / account holder | $3,418 | $7,994-57.2% | $15,885-78.5% | $6,925-50.6% |