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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 | $30,156 | $56,110-46.3% | $94,993-68.3% | $70,126-57.0% |
| Participation rate | 97.3% | 65.0%+32.3pp | 73.9%+23.4pp | 69.5%+27.8pp |
| Annual return | 13.97% | 51.02%-37.1pp | 27.14%-13.2pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,723 | $2,391+97.5% | $3,317+42.4% | $3,332+41.8% |
| Admin fee / account holder | $3,527 | $3,456+2.0% | $4,960-28.9% | $4,645-24.1% |