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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 | $35,808 | $63,809-43.9% | $81,353-56.0% | $80,935-55.8% |
| Participation rate | 88.9% | 63.9%+25.0pp | 69.5%+19.4pp | 67.7%+21.2pp |
| Annual return | 36.05% | 16.37%+19.7pp | 24.82%+11.2pp | 35.66%+0.4pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,010 | $3,093+29.6% | $3,885+3.2% | $4,299-6.7% |
| Admin fee / account holder | $2,169 | $5,686-61.9% | $5,766-62.4% | $6,924-68.7% |