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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 | $14,570 | $59,440-75.5% | $78,004-81.3% | $82,637-82.4% |
| Participation rate | 95.2% | 62.8%+32.4pp | 69.4%+25.8pp | 68.1%+27.2pp |
| Annual return | 33.88% | 40.24%-6.4pp | 31.07%+2.8pp | 53.51%-19.6pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,806 | $3,138+21.3% | $4,092-7.0% | $4,126-7.7% |
| Admin fee / account holder | $1,663 | $5,504-69.8% | $7,578-78.1% | $7,339-77.3% |