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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 | $35,073 | $72,273-51.5% | $101,275-65.4% | $79,856-56.1% |
| Participation rate | 96.3% | 68.5%+27.8pp | 75.8%+20.5pp | 69.6%+26.7pp |
| Annual return | 17.54% | 22.30%-4.8pp | 46.48%-28.9pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,421 | $2,691-47.2% | $3,660-61.2% | $2,471-42.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,101 | $4,401-75.0% | $5,948-81.5% | $5,306-79.3% |