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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 | $35,764 | $47,848-25.3% | $81,473-56.1% | $70,124-49.0% |
| Participation rate | 91.9% | 58.3%+33.6pp | 68.0%+23.9pp | 69.5%+22.4pp |
| Annual return | 30.23% | 27.25%+3.0pp | 38.78%-8.6pp | 73.14%-42.9pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,595 | $2,453+168.9% | $3,537+86.5% | $3,332+97.9% |
| Admin fee / account holder | $425 | $3,145-86.5% | $4,561-90.7% | $4,645-90.8% |