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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 | $44,793 | $64,729-30.8% | $112,263-60.1% | $68,490-34.6% |
| Participation rate | 96.9% | 67.2%+29.7pp | 75.1%+21.8pp | 67.9%+29.0pp |
| Annual return | 35.88% | -11.40%+47.3pp | 27.49%+8.4pp | -7.85%+43.7pp |
| Employer contribution / active EE | $7,031 | $2,746+156.1% | $3,636+93.4% | $2,597+170.8% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $370 | $5,222-92.9% | $6,410-94.2% | $5,403-93.2% |