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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 | $35,063 | $48,314-27.4% | $67,561-48.1% | $80,925-56.7% |
| Participation rate | 98.1% | 66.4%+31.7pp | 72.9%+25.2pp | 67.7%+30.4pp |
| Annual return | 15.21% | 18.28%-3.1pp | 3525.44%-3510.2pp | 35.65%-20.4pp |
| Employer contribution / active EE | $577 | $2,022-71.4% | $2,735-78.9% | $2,756-79.1% |
| Participant deferral / active EE | $1,155 | $2,927-60.5% | $4,003-71.2% | $4,299-73.1% |
| Admin fee / account holder | $1,137 | $3,690-69.2% | $4,006-71.6% | $6,940-83.6% |