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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 | $37,927 | $40,275-5.8% | $57,356-33.9% | $59,633-36.4% |
| Participation rate | 92.5% | 69.1%+23.4pp | 75.1%+17.4pp | 68.7%+23.8pp |
| Annual return | 5.55% | 27.52%-22.0pp | 24.41%-18.9pp | 2041.45%-2035.9pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,420 | $2,400+84.2% | $3,162+39.8% | $3,192+38.5% |
| Admin fee / account holder | $752 | $2,820-73.3% | $3,357-77.6% | $4,297-82.5% |