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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 | $59,440-37.7% | $78,004-52.5% | $82,637-55.2% |
| Participation rate | 96.7% | 62.8%+33.8pp | 69.4%+27.2pp | 68.1%+28.6pp |
| Annual return | 19.15% | 40.24%-21.1pp | 31.07%-11.9pp | 53.51%-34.4pp |
| Employer contribution / active EE | $833 | $1,750-52.4% | $2,469-66.2% | $2,552-67.3% |
| Participant deferral / active EE | $0 | $3,138-100.0% | $4,092-100.0% | $4,126-100.0% |
| Admin fee / account holder | $747 | $5,504-86.4% | $7,578-90.1% | $7,339-89.8% |