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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 | $41,191 | $86,940-52.6% | $102,434-59.8% | $80,935-49.1% |
| Participation rate | 95.3% | 72.4%+23.0pp | 76.5%+18.8pp | 67.7%+27.7pp |
| Annual return | 29.12% | 18.89%+10.2pp | 29.46%-0.3pp | 35.66%-6.5pp |
| Employer contribution / active EE | $1,833 | $2,370-22.7% | $3,023-39.4% | $2,757-33.5% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,406 | $8,047-82.5% | $9,462-85.1% | $6,924-79.7% |