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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 | $29,079 | $58,655-50.4% | $91,994-68.4% | $65,185-55.4% |
| Participation rate | 94.7% | 75.3%+19.4pp | 78.6%+16.1pp | 70.2%+24.5pp |
| Annual return | 38.31% | 33.92%+4.4pp | 69.04%-30.7pp | 29.38%+8.9pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,453-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $10,985 | $5,474+100.7% | $5,924+85.4% | $3,514+212.6% |
| Admin fee / account holder | $2,455 | $434+465.4% | $7,744-68.3% | $847+189.8% |