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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 | $37,739 | $48,078-21.5% | $78,676-52.0% | $62,881-40.0% |
| Participation rate | 97.7% | 65.2%+32.5pp | 73.6%+24.1pp | 69.3%+28.4pp |
| Annual return | 5.28% | 31.36%-26.1pp | 62.19%-56.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $4,570 | $2,015+126.9% | $2,850+60.4% | $2,281+100.4% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,216 | $3,206+62.7% | $4,510+15.6% | $4,296+21.4% |