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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 | $37,060 | $72,471-48.9% | $94,215-60.7% | $86,983-57.4% |
| Participation rate | 96.7% | 63.9%+32.8pp | 70.0%+26.7pp | 69.5%+27.1pp |
| Annual return | 19.15% | 26.44%-7.3pp | 28.22%-9.1pp | 25.83%-6.7pp |
| Employer contribution / active EE | $833 | $1,936-57.0% | $2,675-68.8% | $2,584-67.8% |
| Participant deferral / active EE | $0 | $3,397-100.0% | $4,276-100.0% | $4,194-100.0% |
| Admin fee / account holder | $747 | $6,468-88.5% | $10,216-92.7% | $7,856-90.5% |