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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 | $34,690 | $77,472-55.2% | $100,415-65.5% | $80,959-57.2% |
| Participation rate | 84.6% | 76.9%+7.7pp | 81.5%+3.1pp | 67.7%+16.9pp |
| Annual return | 30.58% | 37.26%-6.7pp | 49.47%-18.9pp | 35.67%-5.1pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,882 | $6,818+118.3% | $8,091+83.9% | $4,300+246.1% |
| Admin fee / account holder | $39,156 | $5,885+565.4% | $7,906+395.3% | $6,925+465.4% |